Perk Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Perk Planning provides financial planning and periodic investment consultation to individuals (including both non‑high‑net‑worth and high‑net‑worth clients) and to corporations or other businesses. Services center on cash‑flow and budgeting, retirement and education planning, risk management, and estate planning, delivered through interviews, written plans, and one‑time or limited engagements rather than continuous account supervision.
The firm follows a passive, long‑term approach that emphasizes strategic asset allocation, diversified use of index mutual funds and ETFs, and periodic rebalancing, and it may prepare an investment policy statement to guide client decisions. Clients retain implementation authority and discretion over accounts—Perk Planning does not take discretionary trading authority or custody of client assets.
Distinctive aspects of the firm include its billing model and service scope: Perk Planning does not manage client assets on an ongoing basis or charge percentage‑of‑AUM fees, instead invoicing for hourly or fixed‑fee engagements and not accepting commissions. The firm also periodically offers public educational workshops and discloses the use of AI‑assisted tools to support research and plan preparation, features the brochure highlights alongside its fee‑only, noncustodial practice.
Client services
Expertise
Fee options
Focused Planning service fixed fee generally $1,900 per engagement (deposit $500 and remainder due upon completion)
Lisa Andrews up to $440 per hour; Zach Hidden up to $380 per hour; Kyra Thiel up to $300 per hour
Fee-only: Hourly fees and fixed fees for focused planning services
Main office
See office25 West Main, Suite 500
Madison WI 53703
Advisors at this office
2
Offices (2)
Most active in
Texas · Wisconsin
Also doing business as
Modern Financial Planning, LLC · Perk Planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Kyra T
CFP®, Series 65
Madison, WI
Perk Planning
Kyra Thiel is a CFP® and holds a Series 65 license, with three years of experience in the financial advisory industry. She is currently with Perk Planning in Madison, WI, where she has worked since 2026, following prior roles at Savant Wealth Management and the University of Wisconsin-Madison. Perk Planning provides financial planning and investment consultation for individuals and businesses, focusing on cash flow, retirement, education, risk management, and estate planning. The firm employs a passive, long-term investment approach using diversified index funds and ETFs, operates on an hourly or fixed-fee basis without managing assets continuously or charging AUM fees, and offers public educational workshops.
Zachary H
CFP®, Series 65
Wauwatosa, WI
Perk Planning
Zachary Hidden is a CFP® with nine years of industry experience, currently serving as a financial advisor at Perk Planning since 2021. He previously worked at Plante Moran Financial Advisors for five years. Outside of advising, he holds a minor ownership stake in a bookkeeping and consulting firm. Perk Planning provides financial planning and investment consultation to individuals and businesses, focusing on cash-flow, retirement, education, risk management, and estate planning through interviews and written plans. The firm employs a passive, long-term investment approach emphasizing strategic asset allocation and diversified index funds, operating on an hourly or fixed-fee basis without discretionary trading or commission-based fees.
Lisa A
CFP®, Series 63
Madison, WI
Perk Planning
Lisa Andrews is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Perk Planning and has 16 years of experience in the financial advisory industry. She has been with Modern Financial Planning, doing business as Perk Planning, since 2012. Perk Planning offers financial planning and periodic investment consultation to individuals and businesses, focusing on cash-flow, retirement, education, risk management, and estate planning. The firm uses a passive, long-term investment approach with strategic asset allocation and diversified index funds, providing non-discretionary, fee-only services without managing client assets on an ongoing basis.
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