John Haubert
Zeches Wealth Management · Tucson, Arizona
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.
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Specialties
Who they serve
- Multi-generational families
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 |
| Assets under management | $101.1M across 186 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 5105580 |
| Exams passed | Series 65 (2006) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.zecheswealth.com |
How John's firm compares
- Zeches Wealth Management's average account is about $544,000, from its Form ADV (assets managed divided by 186 accounts).
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Questions about John
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Zeches Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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