# Benjamin Lazarus

> Benjamin Lazarus is a fee-only financial advisor at EPIQ Partners in Minneapolis, Minnesota, who holds the CFA credential. Benjamin charges a flat fee or retainer and an ongoing planning fee.

Page: https://find.wellspent.co/advisors/benjamin-lazarus/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** EPIQ Partners
- **Based in:** Minneapolis, Minnesota
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Assets under management (firm):** $290.9M across 318 accounts
- **Credentials:** CFA
- **CRD:** 6188979 (https://adviserinfo.sec.gov/individual/summary/6188979)
- **SEC registration:** Investment adviser representative in MN, TX
- **Exams passed:** Series 63 (2013)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.epiqpartnersllc.com

## Frequently asked questions

### Is Benjamin Lazarus a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and EPIQ Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Benjamin charge for financial advice?

Benjamin charges a flat fee or retainer and an ongoing planning fee.

### Where is Benjamin Lazarus based?

Benjamin Lazarus is based in Minneapolis, Minnesota.

### What credentials does Benjamin Lazarus hold?

Benjamin Lazarus holds the CFA credential.

### Is Benjamin Lazarus registered with the SEC?

Yes. Benjamin Lazarus is registered as an investment adviser representative in MN and TX (CRD 6188979), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does EPIQ Partners manage?

EPIQ Partners reports $290.9M across 318 accounts in assets under management.

### How do I contact Benjamin Lazarus?

Through Benjamin's website, www.epiqpartnersllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6188979): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://be-epiq.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.