Dane Nelson
Northern Edge Wealth Management · Marquette, Michigan
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.
Request an introduction to Dane →
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 8109578 |
| Exams passed | Series 65 (2025) · Series 66 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.northernedgewealth.com |
| Profile |
How Dane'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).
Request an introduction to Dane
Tell Dane a little about what you're looking for. Dane isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Dane
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.
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.
See something wrong? Request a correction. Read our methodology.