Firm
EPIQ Partners
Minneapolis, Minnesota
Fee-only
EPIQ Partners at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 5 advisors are listed here; 3 of 5 hold the CFA.
- Its Form ADV reports 6 employees and 93 individual clients, 73 of them high net worth.
- Its average account is about $915,000 (assets it manages divided by its 318 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Minneapolis, Minnesota |
|---|---|
| Website | epiqpartnersllc.com |
| Phone | (612) 843-4800 |
EPIQ Partners fees
EPIQ Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $291 million |
| Individual clients | 20 |
| High-net-worth clients | 73 |
| Accounts managed | 318 |
| Employees | 6 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-110597) |
| Financial planning | Offered |
| Form ADV filed | May 7, 2026 |
| SEC record | CRD 165139 |