# Perk Planning

> Perk Planning is a state-registered investment advisory firm in Madison, WI, registered since 2013, with no regulatory assets under management reported in its Form ADV filing dated September 14, 2026.

- CRD: 166369
- Filed as: PERK PLANNING
- Legal name: Modern Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Madison, WI
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166369
- AdvisorCensus page: https://advisorcensus.com/firm/perk-planning-madison-wi-166369

## Quick answers

**How is Perk Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Perk Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Perk Planning located?**
Perk Planning's principal office is in Madison, WI, according to its Form ADV.

**Is Perk Planning registered with the SEC or a state?**
Perk Planning is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166369.

**Does Perk Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166369

**What changed in Perk Planning's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2013 (13 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- adviceonlynetwork.com/advisors/zachhidden
- napfa.org/firm/6755/7699
- perkplanning.com
- LinkedIn @perk-planning

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Perk Planning (CRD 166369): Form ADV filing data as of October 2026.