Perk PlanningFinancial advisor in Madison, WI

Perk Planning is a financial advisor at 25 W Main St Unit 500, Madison, WI 53703, ranked #49 of 118 financial advisors in Madison and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Madison, WIUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (608) 628-8730 Website ↗

Key facts

Key facts about Perk Planning
Address	25 W Main St Unit 500, Madison, WI 53703Get directions
Phone	(608) 628-8730
Website	perkplanning.com
Hours	Monday to Friday: 8 AM – 5 PM
Google rating	5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category

Service area

Serves Madison and 7 towns within 25 miles: Middleton, Fitchburg, Waunakee, Verona, Oregon, Sun Prairie and Stoughton.

Based in Madison, WIView on map

Opening hours

Opening hours for Perk Planning
Day	Hours
Monday	8 AM – 5 PM
Tuesday	8 AM – 5 PM
Wednesday	8 AM – 5 PM
Thursday	8 AM – 5 PM
Friday	8 AM – 5 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about Perk Planning

How is Perk Planning ranked in Madison?

Perk Planning is ranked #49 of 118 financial advisors in Madison by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Perk Planning’s hours?

Perk Planning is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Perk Planning serve?

Serves Madison and 7 towns within 25 miles: Middleton, Fitchburg, Waunakee, Verona, Oregon, Sun Prairie and Stoughton. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Perk Planning?

Perk Planning has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Perk Planning?

Call Perk Planning on (608) 628-8730. The business is at 25 W Main St Unit 500, Madison, WI 53703. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Perk Planning compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Perk Planning (this business)	—	66	5.0 (3)	No	No
Edward Jones - Financial Advisor: Andrew D Coopman, CFP®\|CEPA®	#47	66	5.0 (3)	No	No	6.6 mi
Atlatl Advisers	#48	66	5.0 (3)	No	No	3.6 mi
Ryan Bell - Financial Advisor	#50	66	5.0 (3)	No	No	3.5 mi

See all 118 ranked financial advisors in Madison