Epiq Partners, LLC fees and pricing
Financial planner in Minneapolis, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 11, 2026, Epiq Partners, LLC charges a flat or project fee of $1,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$25,000
“EPIQ charges a fixed fee for consulting services, which generally range from $1,000 - $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Epiq Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Generally, EPIQ requires one-half of the consulting fee payable upon entering the written agreement.”
- “The balance is due upon completion of the agreed upon services.”
- “Alternatively, clients may elect to have EPIQ send an invoice for payment.”
How Epiq Partners, LLC’s fees compare
- Its flat or project fee of $1,000-$25,000 spans the Minnesota median of $5,250. 81% of the 108 other Minnesota planners that publish a flat or project fee charge less.
- 10 of the 14 other planners in Minneapolis that publish a flat or project fee charge less.
About Epiq Partners, LLC
- Firm size: 6 employees.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 93
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Assets managed
- $290,914,339
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 165139
- Phone
- (612) 843-4800
Other planners in Minneapolis that publish fees
- Access Financial Services, Inc.Minneapolis$250-$400/hr, $1,000
- Adaptive Financial Design LLCMinneapolis$1,000, $200-$500/mo
- All Star FinancialMinneapolis$25,000
- Allodium Investment Consultants, LLCMinneapolis$200-$500/hr, $2,500-$50,000
- Authentic Life Financial PlanningMinneapolis$300/hr, $8,000
- Bernstein Financial AdvisoryMinneapolis$250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.