Billie Paveglio
Northern Edge Wealth Management · Marquette, Michigan
Billie Paveglio is a fee-only financial advisor at Northern Edge Wealth Management in Marquette, Michigan. Billie charges a flat fee or retainer and a percentage of assets and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Northern Edge Wealth Management |
|---|---|
| Based in | Marquette, Michigan |
| Fee model | Flat fee or retainer · Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $246.9M across 1,315 accounts |
| SEC registration | Investment adviser representative in MI · CRD 6720423 |
| Exams passed | Series 66 (2020) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.northernedgewealth.com |
How Billie's firm compares
- Northern Edge Wealth Management's average account is about $188,000, from its Form ADV (assets managed divided by 1,315 accounts).
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Questions about Billie
Is Billie Paveglio a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Billie holds no broker registration, and Northern Edge Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Billie charge for financial advice?
Billie charges a flat fee or retainer and a percentage of assets.
Does Billie work with clients virtually?
Yes. Northern Edge Wealth Management says on its website that it works with clients remotely.
Where is Billie Paveglio based?
Billie Paveglio is based in Marquette, Michigan.
What does Billie specialize in?
Billie's specialties include retirement planning, tax planning and estate & legacy planning.
Is Billie Paveglio registered with the SEC?
Yes. Billie Paveglio is registered as an investment adviser representative in MI (CRD 6720423), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Northern Edge Wealth Management manage?
Northern Edge Wealth Management reports $246.9M across 1,315 accounts in assets under management.
How do I contact Billie Paveglio?
Through Billie's website, www.northernedgewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Northern Edge Wealth Management 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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