Firm
Northern Edge Wealth Management
Marquette, Michigan
Fee-only
Northern Edge Wealth Management at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 6 employees and 550 individual clients, 71 of them high net worth.
- Its average account is about $188,000 (assets it manages divided by its 1,315 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Marquette, Michigan |
|---|---|
| Website | northernedgewealth.com |
| [email protected] | |
| Phone | (906) 228-6018 |
Northern Edge Wealth Management fees
Northern Edge Wealth Management 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, percentage of assets. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $247 million |
| Individual clients | 479 |
| High-net-worth clients | 71 |
| Accounts managed | 1,315 |
| Employees | 6 |
| Planning clients | 0 |
| Registered with | The SEC (801-134391) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 338102 |