BG
CFP
BG
CFP

Brian Gensch

17 Years of Experience
Wichita, KS
BrokerSells Insurance

Brian Gensch is a CFP-designated registered investment advisor at Agh Wealth Advisors, LLC, based in Wichita, KS, with 17 years of industry experience. Brian 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
489 clients
Average Client Portfolio
$933K average
Assets Under Management
$456.3M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)

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.

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Location

301 N. Main, Suite 1700, Wichita, KS, 67202

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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

Brian is an agent with Insight Wealth Strategies, LLC, selling life, disability, and long-term care insurance, dedicating about 10% of his time to this. He also provides investment advisory services through AGH Wealth Advisors, LLC and AGH Wealth Management, spending nearly full-time hours on these activities.

Employment History
Current Registrations
Agh Wealth Advisors, LLC
March 2011 - Present · 15 yrs 2 mos
LPL Financial LLCBroker
December 2008 - Present · 17 yrs 5 mos
Previous Registrations
LPL Financial LLC
March 2009 - November 2021 · 12 yrs 8 mos
State Registrations14 states
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AdvisorBrokerBoth

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.