We deliver financial planning in the most tantalizing way of all — free of product pitches and chock-full of fiduciary care, all at an hourly rate.
| Website | http://www.perkplanning.com |
| Revenue | $5 million |
| Employees | 2 (2 on RocketReach) |
| Founded | 2010 |
| Address | 25 West Main St Suite 500, Madison, Wisconsin 53703, US |
| Phone | +1 608-441-8000 |
| Fax | (608) 338-0039 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Keywords | Financial Planning, Fiduciary Financial Advisor, Independent Financial Advisor, Hourly Financial Planning, Transparent Financial Advice, Financial Planning Services, Personal Financial Planning, Financial Planning Advice, Affordable Financial Planning, Personal Financial Advisor |
| Competitors | ADP, Rippling, TriNet, Gusto, Justworks, Paycor, BambooHR, Namely, PerformYard +47 more (view full list) |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
Looking for a particular Perk Planning employee's phone or email?
The Perk Planning annual revenue was $5 million in 2026.
Zach Hidden is the Partner of Perk Planning.
2 people are employed at Perk Planning.
Perk Planning is based in Madison, Wisconsin.
The NAICS codes for Perk Planning are [52393, 523, 5239, 52].
The SIC codes for Perk Planning are [628, 62].