Perk Planning

Perk Planning company information, Employees & Contact Information

Updated June 2026

Quick answer

Perk Planning is a Financial Services company and founded in 2010. It has approximately 2 employees on record. Contact data was last refreshed in June 2026. Find Perk Planning's verified employee emails, phone numbers, headquarters address, and key decision makers below.

Explore related pages

Perk Planning email format Perk Planning management contacts

Related company profiles:

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.

Company Details

Employees
2
Founded
2010
Address
1 N Pinckney St, Madison,wisconsin 53703,united States
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Website
perkplanning.com
Keywords
Hourly Financial Planning and Student Loan Consultations.
HQ
Madison, Wisconsin
Competitors
Goodwin Investment Advisory, Zelus Wealth Management, Shakespeare Wealth Management, LLC, Flood Tide Capital Management, Roswell Asset Advisors, October Loan Strategies, Franklin Wealth Management, LLC, The Rice Partnership, Guardian Investment Advisors, LLC, Marietta Wealth.
Looking for a particular Perk Planning employee's phone or email?

Perk Planning Questions

Companies like Perk Planning

Roswell Asset Advisors logo - Similar company to Perk Planning

Roswell Asset Advisors

2
The Rice Partnership logo - Similar company to Perk Planning

The Rice Partnership

11
Goodwin Investment Advisory logo - Similar company to Perk Planning

Goodwin Investment A...

13
Franklin Wealth Management, LLC logo - Similar company to Perk Planning

Franklin Wealth Mana...

7
Zelus Wealth Management logo - Similar company to Perk Planning

Zelus Wealth Management

NA
Marietta Wealth logo - Similar company to Perk Planning

Marietta Wealth

12
Flood Tide Capital Management logo - Similar company to Perk Planning

Flood Tide Capital M...

2
Guardian Investment Advisors, LLC logo - Similar company to Perk Planning

Guardian Investment ...

6
Shakespeare Wealth Management, LLC logo - Similar company to Perk Planning

Shakespeare Wealth M...

8
October Loan Strategies logo - Similar company to Perk Planning

October Loan Strategies

1

Top Perk Planning Employees

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant