CM
CM

Christopher Mcgovern

14 Years of Experience
Wichita, KS
BrokerSells Insurance

Christopher Mcgovern is a registered investment advisor at Agh Wealth Advisors, LLC, based in Wichita, KS, with 14 years of industry experience. Christopher 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 Street, 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

Christopher is involved in several investment-related activities, including AGH Wealth Management, AGH Wealth Advisors, Insight Wealth Strategies LLC, AGH Employer Solutions, and AGH Wealth Advisors LLC, dedicating full-time hours to each. He also works as an agent selling insurance through Insight Wealth Strategies LLC.

Employment History
Previous Registrations
Agh Wealth Advisors, LLC
June 2023 - March 2026 · 2 yrs 9 mos
LPL Financial LLC
May 2023 - May 2023 · 0 mos
Royal Alliance Associates, INC.
March 2021 - February 2023 · 1 yr 11 mos
State Registrations6 states
COILKSKYOKTX
Broker

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.
Christopher Mcgovern - Financial Advisor | TrueAdvisor