AGH Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$258,389,011
Clients
465
Advisors
6
across 2 offices
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
Expertise
Fee options
Occasionally a fixed fee may be charged for consulting services
Certain associated persons receive commissions for securities and insurance products separate from advisory fees
Negotiable hourly rate of $350 for advisory and retirement plan consulting services
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
See office301 N. Main Street, Suite 1700
Wichita KS 67202
Advisors at this office
5
Offices (2)
Most active in
Kansas · Missouri · Nebraska · Oklahoma · Texas
Also doing business as
Agh Wealth Advisors, LLC · Agh Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Bradly B
Series 66
Wichita, KS
AGH Wealth Advisors, LLC
Bradly Bechtel is a financial advisor with AGH Wealth Advisors, LLC, holding a Series 66 designation and bringing 27 years of industry experience. He has worked with LPL Financial and has been associated with Allen, Gibbs & Houlik, LLC since 1996, serving as SVP of Retirement Plan Accounting & Compliance Services. AGH Wealth Advisors is an SEC-registered firm that serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and institutions by providing portfolio management, retirement plan consulting, and financial planning. The firm delivers tailored, discretionary investment management using a combination of fundamental and technical analysis alongside third-party model strategies, and operates a firm‑sponsored wrap fee program with custody and execution services through LPL Financial.
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. He holds the Series 66 designation and has been working in the financial industry since 2022, with experience at LPL Financial and affiliated AGH entities. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions. The firm provides tailored, discretionary portfolio management and consulting services, utilizing a blend of fundamental and technical analysis along with third-party model strategies, and operates a firm-sponsored wrap fee program with execution and custody through LPL Financial.
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.
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.
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.
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.
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