David Darby
David Darby is a registered investment advisor at Agh Wealth Advisors, LLC, based in Wichita, KS, with 30 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 489 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AGH Wealth manages client accounts through a wrap fee program. This means you pay one bundled fee that covers investment management, custodial services, and trading costs. The exact fee is negotiable, but it will not exceed 2.00% annually. This fee is calculated based on the value of your portfolio at the end of the previous quarter and is billed quarterly in advance.
Location
301 N. Main Street, Suite 1700, Wichita, KS, 67202
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a registered investment advisor doing business as AGH Wealth Advisors, LLC, spending nearly full-time on this activity. He also sells non-variable life insurance products through Insight Wealth Strategies, LLC, dedicating minimal time to this.
Employment History
Current Registrations
Agh Wealth Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
MML Investors Services, INC.Broker
Intrust Brokerage INC.Broker
Commerce Brokerage Services, INC.Broker
Invest Financial CorporationBroker
Affiliated Financial Services, INC.Broker
Everen Securities, INC.Broker
Kemper Financial Services, INC.Broker
Blinder, Robinson & CO., INC.Broker
State Registrations8 states
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.