Northern EDGE Wealth Management
SEC RegisteredYour Edge Starts Here
About the firm
Northern Edge Wealth are retirement income planners whose mission is to help clients navigate retirement. They offer financial advice that respects the work behind the wealth, with services built to be practical, approachable, and ready for what's next.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Investment Management, Retirement Income Planning, Income Tax Strategy Consulting, and Estate Planning Coordination.
Who they serve
Clients approaching or at retirement who are uncertain about their retirement income outcome.
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $500,000 | 1.25% |
| $500,001 to $1,000,000 | 1.00% |
| $1,000,001 to $5,000,000 | 0.75% |
| $5,000,001 to $10,000,000 | 0.50% |
| Above $10,000,000 | 0.00% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Northern EDGE Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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