Daniel Aronson
EPIQ Partners · Minneapolis, Minnesota
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.
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Facts
| Firm | EPIQ Partners |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Assets under management | $290.9M across 318 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MN, TX · CRD 2408482 |
| Exams passed | Series 63 (1994) · Series 65 (1994) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.epiqpartnersllc.com |
| Profile |
How Daniel's firm compares
- EPIQ Partners's average account is about $915,000, from its Form ADV (assets managed divided by 318 accounts).
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Questions about Daniel
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.
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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