Lisa Andrews is a CFP-designated registered investment advisor at Perk Planning, based in Madison, WI, with 15 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Education Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Perk Planning does not offer ongoing investment management services. They provide investment consultation, which involves giving advice on investment options and helping you set up your own investment account, but they don't manage the account for you.
Contact
Lisa Andrews
Location
25 West Main, Suite 500, Madison, WI, 53703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Perk Planning
Previous Registrations
Garrett Investment Advisors, LLC
Modern Financial Planning
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Lisa Andrews, CFP®is the founder of Perk Planning, LLC, located in Madison, Wisconsin. She is known for her high-energy, candor and her passion for evidence over hype in all areas related to finance.