Perk Planning

Overview

Perk Planning is organized as a limited liability company that delivers fee-for-service financial planning and investor education rather than acting primarily as an asset manager. The firm bills clients on hourly and fixed-fee arrangements and runs educational seminars and workshops as part of its advisory activities. The ownership is held by an individual and the firm is not identified as a capital allocator, pension consultant, or a multi-state adviser. The dataset flags the firm as not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices