TrueAdvisor
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CFP
SM
CFP

Steven Milligan

Advisory Alpha, LLC
17 Years of Experience
Norfolk, VA
Sells Insurance
View SEC Summary
View SEC Summary

Steven Milligan is a CFP-designated registered investment advisor at Advisory Alpha, LLC, based in Norfolk, VA, with 17 years of industry experience. Steven 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

5005 Colley Ave, Norfolk, VA, 23508

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Steven is the owner/CEO of Ideas by Mike, LLC, an insurance agency and health coaching business, dedicating about a third of his time to it. He also provides sales coaching to a technology company, owns real estate, and is an adjunct lecturer at Old Dominion University.

Employment History
Current Registrations
Advisory Alpha, LLC
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Jb Wealth Advisors LLC
October 2023 - August 2025 · 1 yr 10 mos
Simplicity Wealth
September 2023 - March 2024 · 6 mos
LPL Financial LLC
April 2022 - July 2023 · 1 yr 3 mos
LPL Financial LLCBroker
April 2022 - July 2023 · 1 yr 3 mos
Creativeone Securities, LLC
September 2021 - May 2022 · 8 mos
Creativeone Securities, LLCBroker
September 2021 - May 2022 · 8 mos
Infinex Investments, INC.
August 2018 - October 2021 · 3 yrs 2 mos
Infinex Investments, INC.Broker
August 2018 - October 2021 · 3 yrs 2 mos
Retirement Wealth Advisors, INC.
December 2016 - October 2018 · 1 yr 10 mos
The O.N. Equity Sales CompanyBroker
January 2012 - December 2016 · 4 yrs 11 mos
On Investment Management CO
January 2012 - November 2016 · 4 yrs 10 mos
Metlife Securities INC.
December 2008 - January 2012 · 3 yrs 1 mo
Metlife Securities INC.Broker
October 2008 - January 2012 · 3 yrs 3 mos
State Registrations1 state
VA
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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