AGH Wealth Advisors, LLC logo

AGH Wealth Advisors, LLC

Updated today

Client assets under management

$258,389,011

Clients

465

47% high-net-worth

Advisors

6

of 6 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

78

High

Average account size

$555,675

About

AGH Wealth Advisors is an SEC-registered advisory firm that serves individuals (including high‑net‑worth clients), retirement plans, trusts, estates and other institutions, providing portfolio management, retirement plan consulting, financial planning and referrals to third‑party advisers. The firm manages discretionary portfolios for a client base of several hundred accounts and also provides general consulting and employee education for retirement plans.

The firm typically delivers tailored, discretionary investment management and ongoing supervision, employing a mix of fundamental and technical analysis and the use of third‑party model strategies where appropriate. AGH Wealth operates a firm‑sponsored wrap fee program that combines portfolio management, trade execution and custody under a single bundled arrangement, with execution and custody services provided through LPL Financial.

AGH Wealth is affiliated with the accounting firm Allen, Gibbs & Houlik, L.C., and several related entities, and some associated persons also serve as CPAs, registered representatives of LPL or licensed insurance agents; these ownership and referral relationships and the firm’s policies addressing related conflicts are disclosed in its brochure. The combination of an accounting‑firm ownership structure, in‑house sponsorship of a wrap program, and explicit disclosures about services such as assistance with securities‑backed lines of credit and the firm’s use of AI tools distinguish its operating model from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Hourly consulting services

Expertise

General retirement planning General tax planning

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Fee options

Fixed

Occasionally a fixed fee may be charged for consulting services

Commissions

Certain associated persons receive commissions for securities and insurance products separate from advisory fees

Project-based

Negotiable hourly rate of $350 for advisory and retirement plan consulting services

Other

Account minimum: $5,000 Fee-only: Negotiable hourly rate of $350; occasionally fixed fee or percentage of plan assets from 0.15% to 2.00%

Main office location

AGH Wealth Advisors, LLC

301 N. Main Street, Suite 1700

Wichita KS 67202, United States

Number of offices

2

Most active in

Kansas · Missouri · Nebraska · Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Bradly B

Series 66

Wichita, KS

AGH Wealth Advisors, LLC

Bradly Bechtel is a financial advisor with LPL Financial based in Wichita, KS, holding a Series 66 designation and bringing 26 years of industry experience. He has worked with LPL Financial since 2008 and is also affiliated with AGH Wealth Advisors, LLC and Allen, Gibbs & Houlik, LLC, where he serves as Senior Vice President of Retirement Plan Accounting and Compliance Services. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and offers diversified investment strategies, combining large-scale advisory operations with additional product offerings such as insurance and annuities.

General retirement planning General tax planning
user avatar

Robert F

Series 66

Wichita, KS

AGH Wealth Advisors, LLC

Robert Frey Jr. is a financial advisor at AGH Wealth Advisors, LLC in Wichita, KS, holding a Series 66 designation with over 19 years of experience in the industry. His prior roles include positions at LPL Financial and AGH Wealth Management. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, retirement plan consulting, financial planning, and referrals to third-party advisers. The firm employs a blend of fundamental and technical analysis along with third-party model strategies, operating a firm-sponsored wrap fee program that integrates portfolio management, trade execution, and custody services.

General retirement planning General tax planning
user avatar

Evan T

Series 66

Wichita, KS

AGH Wealth Advisors, LLC

Evan Terry is a financial advisor at AGH Wealth Advisors, LLC in Wichita, KS, holding a Series 66 designation with one year of industry experience. He has worked at AGH Wealth Advisors and LPL Financial LLC since 2021 and previously at Preferred Pension Solutions from 2016 to 2021. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, retirement plan consulting, and financial planning. The firm uses a combination of fundamental and technical analysis along with third-party model strategies and operates a wrap fee program that integrates portfolio management, trade execution, and custody services.

General retirement planning General tax planning
user avatar

Timothy P

Series 66

Wichita, KS

AGH Wealth Advisors, LLC

Timothy Penner is a financial advisor with AGH Wealth Advisors, LLC in Wichita, KS, holding a Series 66 designation and 20 years of industry experience. He has been with AGH Wealth Advisors and LPL Financial LLC since 2013. AGH Wealth Advisors is an SEC-registered firm that serves individuals, retirement plans, trusts, estates, and institutions, providing portfolio management, retirement plan consulting, and financial planning. The firm offers tailored, discretionary investment management using a combination of fundamental and technical analysis, third-party model strategies, and operates a firm-sponsored wrap fee program with execution and custody services through LPL Financial.

General retirement planning General tax planning
user avatar

David D

Series 63, Series 66

Galena, MO

AGH Wealth Advisors, LLC

David Darby is a financial advisor with AGH Wealth Advisors, LLC in Galena, Missouri, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with AGH Wealth Advisors and LPL Financial since 2008. In addition to his advisory role, Darby is involved in third-party administration services related to payroll, HR, and retirement plan accounting through affiliated entities. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, financial planning, and consulting services. The firm employs tailored, discretionary investment management using fundamental and technical analysis, operates a wrap fee program, and is affiliated with the accounting firm Allen, Gibbs & Houlik, L.C.

General retirement planning General tax planning
user avatar

Brian G

CFP®, Series 66

Wichita, KS

AGH Wealth Advisors, LLC

Brian Gensch is a CFP® professional with 17 years of industry experience, currently serving as an advisor at AGH Wealth Advisors, LLC since 2011. He has also been affiliated with LPL Financial since 2008. Outside of his advisory work, he is involved as an insurance agent offering life, disability, and long-term care products. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, financial planning, and retirement plan consulting. The firm provides tailored discretionary investment management using both fundamental and technical analysis and operates a firm-sponsored wrap fee program with execution and custody services through LPL Financial.

General retirement planning General tax planning
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