Madison, WI Office
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Perk Planning
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Firm-wide stats for Perk Planning
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.
Based on Perk Planning
Location
25 West Main, Suite 500
Madison WI 53703
Advisors at this office
2
Advisors at this office
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.
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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