Perk Planning fees and pricing
Financial planner in Madison, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 14, 2026, Perk Planning charges a flat or project fee of $1,900 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,900
“Focused Planning Service Focused Planning will generally be offered on a fixed fee basis ($1,900 per engagement).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Perk Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fixed fee consists of a deposit of $500 and the remaining due upon completion.”
- “Negotiable Fees For all engagements, the services to be provided to you and the anticipated fee will be detailed in your agreement with our firm.”
- “Fees may be discounted at the discretion of the firm but they are not negotiable.”
How Perk Planning’s fees compare
- Its flat or project fee of $1,900 is below the Wisconsin median of $3,000. 27% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
- None of the 11 other planners in Madison that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Perk Planning
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 3
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 166369
- Phone
- (608) 628-8730
Other planners in Madison that publish fees
- Atlatl AdvisersMadison$500/hr, $2,500
- Calculated WealthMadison$400/hr, $4,500-$60,000
- CLF Asset Management, Inc.Madison$195/hr, $1,000-$3,000
- Enrich Financial Partners LLCMadison$300-$750/hr
- Evolution Financial LLCMadison$300/hr, $3,000-$5,000
- Forward Investment Advisors, Inc.Madison$120/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.