Perk Planning

Overview

Perk Planning is a small, LLC-structured advisory firm oriented toward financial planning and investor education rather than acting as a discretionary asset manager. The firm bills clients via hourly and fixed-fee arrangements and runs educational seminars and workshops in addition to delivering financial planning services. Ownership is held by an individual, and the firm does not identify as a multi-state adviser or an active ESG investor. Perk Planning does not function as a capital allocator; it appears focused on advice and planning engagement models rather than operating pooled investment products or running third-party capital placement programs. The firm is not listed as a pension consultant or as a related adviser in the available data.

Assets & Accounts

Investments & Alternatives