# Dane Nelson

> Dane Nelson is a fee-only financial advisor at Northern Edge Wealth Management in Marquette, Michigan. Dane charges a flat fee or retainer and a percentage of assets and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/dane-nelson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Northern Edge Wealth Management
- **Based in:** Marquette, Michigan
- **Fee model:** Flat fee or retainer; Percentage of assets
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $246.9M across 1,315 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 8109578 (https://adviserinfo.sec.gov/individual/summary/8109578)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 65 (2025), Series 66 (2025)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.northernedgewealth.com

## Frequently asked questions

### Is Dane Nelson a fee-only financial advisor?

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

Dane charges a flat fee or retainer and a percentage of assets.

### Does Dane work with clients virtually?

Yes. Northern Edge Wealth Management says on its website that it works with clients remotely.

### Where is Dane Nelson based?

Dane Nelson is based in Marquette, Michigan.

### What does Dane specialize in?

Dane's specialties include retirement planning, tax planning and estate & legacy planning.

### Is Dane Nelson registered with the SEC?

Yes. Dane Nelson is registered as an investment adviser representative in MI (CRD 8109578), 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 Dane Nelson?

Through Dane's website, www.northernedgewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8109578): 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://www.northernedgewealth.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.