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Advisor

Bruce Langer

EPIQ Partners · Minneapolis, Minnesota

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

Flat fee or retainerOngoing planning fee Fee-only CFA

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Facts

FirmEPIQ Partners
Based in Minneapolis, Minnesota
Fee modelFlat fee or retainer · Ongoing planning fee
Assets under management$290.9M across 318 accounts
CredentialsCFA
SEC registration Investment adviser representative in MN, TX · CRD 4542811
Exams passedSeries 66 (2002)
Firm size6 employees
Disclosures None reported
Websitewww.epiqpartnersllc.com
LinkedInProfile

How Bruce's firm compares

  • EPIQ Partners's average account is about $915,000, from its Form ADV (assets managed divided by 318 accounts).

What fee-only advisors charge in Minnesota

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Questions about Bruce

Is Bruce Langer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bruce 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 Bruce charge for financial advice?

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

Where is Bruce Langer based?

Bruce Langer is based in Minneapolis, Minnesota.

What credentials does Bruce Langer hold?

Bruce Langer holds the CFA credential.

Is Bruce Langer registered with the SEC?

Yes. Bruce Langer is registered as an investment adviser representative in MN and TX (CRD 4542811), 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 Bruce Langer?

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

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Minneapolis

Where this information comes from

  • SEC adviser records : 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
  • EPIQ Partners website : specialties, clients served, and fees, checked October 30, 2026
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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