Zachary Hidden is a CFP-designated registered investment advisor at Perk Planning, based in Wauwatosa, WI, with 9 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, 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
Zachary Hidden
Location
Wauwatosa, WI
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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.
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Zachary is a 1% owner of HCA Holdings LLC, a bookkeeping and consulting firm. He spends minimal time on this activity.
Employment History
Current Registrations
Perk Planning
Previous Registrations
Plante Moran Financial Advisors
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