# John Haubert

> John Haubert is a fee-only financial advisor at Zeches Wealth Management in Tucson, Arizona. John focuses on family wealth transfer, small business owners and founders (pre-exit). Zeches Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-haubert/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Zeches Wealth Management
- **Based in:** Tucson, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $101.1M across 186 accounts
- **Specialties:** Family wealth transfer, Small business owners, Founders (pre-exit)
- **Works with:** Multi-generational families
- **CRD:** 5105580 (https://adviserinfo.sec.gov/individual/summary/5105580)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 65 (2006)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.zecheswealth.com

## Frequently asked questions

### Is John Haubert a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Zeches Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John's firm, Zeches Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is John Haubert based?

John Haubert is based in Tucson, Arizona.

### What does John specialize in?

John's specialties include family wealth transfer, small business owners and founders (pre-exit). John works with multi-generational families.

### Is John Haubert registered with the SEC?

Yes. John Haubert is registered as an investment adviser representative in AZ (CRD 5105580), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Zeches Wealth Management manage?

Zeches Wealth Management reports $101.1M across 186 accounts in assets under management.

### How do I contact John Haubert?

Through John's website, www.zecheswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5105580): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://zecheswealth.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.