# Daniel Aronson

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

Page: https://find.wellspent.co/advisors/daniel-aronson/
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:** 2408482 (https://adviserinfo.sec.gov/individual/summary/2408482)
- **SEC registration:** Investment adviser representative in MN, TX
- **Exams passed:** Series 63 (1994), Series 65 (1994)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.epiqpartnersllc.com

## Frequently asked questions

### Is Daniel Aronson a fee-only financial advisor?

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

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

### Where is Daniel Aronson based?

Daniel Aronson is based in Minneapolis, Minnesota.

### What credentials does Daniel Aronson hold?

Daniel Aronson holds the CFA credential.

### Is Daniel Aronson registered with the SEC?

Yes. Daniel Aronson is registered as an investment adviser representative in MN and TX (CRD 2408482), 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 Daniel Aronson?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2408482): 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.