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Danny Howes

Advisory Alpha, LLC
18 Years of Experience
Vero Beach, FL
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Danny Howes is a registered investment advisor at Advisory Alpha, LLC, based in Vero Beach, FL, with 18 years of industry experience. Danny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 13,831 clients with $4.4B in assets under management.

Advisory Alpha, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
13,831 clients
Average Client Portfolio
$316K average
Assets Under Management
$4.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.70%

Asset-based fees range from 0.10% to 1.70% depending on the services provided and are negotiable. Clients electing Direct Series model portfolios are assessed an additional 0.10% technology trading fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2945 Cardinal Dr., Vero Beach, FL, 32963

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History

Regulatory History (1)
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Criminal
November 1995
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Danny is the CEO of Howes Teeter Inc., providing tax preparation, accounting, and financial consulting services, dedicating about half of his time. He is also an insurance agent selling life insurance, long-term care insurance, and fixed annuities, spending about 10-20% of his time on this, and a non-operating partner in FL Insurance Partners, spending a few hours per week.

Employment History
Current Registrations
Advisory Alpha, LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Truvestments Capital LLC
February 2020 - November 2025 · 5 yrs 9 mos
Motiv8 Investments LLC
March 2017 - December 2017 · 9 mos
East Coast Tax and Financial Planning
January 2016 - November 2020 · 4 yrs 10 mos
Mcdermott Investment Services, LLCBroker
November 2014 - January 2016 · 1 yr 2 mos
The Terrio Group
August 2012 - December 2017 · 5 yrs 4 mos
Gradient Securities, LLCBroker
August 2012 - January 2014 · 1 yr 5 mos
Valmark Advisers, INC.
October 2010 - July 2012 · 1 yr 9 mos
Valmark Securities, INC.Broker
June 2010 - July 2012 · 2 yrs 1 mo
American Investment Services
November 2008 - July 2010 · 1 yr 8 mos
Brookstone Capital Management LLC
January 2008 - April 2009 · 1 yr 3 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Danny Howes - Financial Advisor | TrueAdvisor