Zeches Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$90,863,832
Clients
91
Advisors
4
across 3 offices
About
Zeches Wealth Management primarily serves individual and high‑net‑worth clients, providing fee‑based investment advisory and portfolio management alongside financial planning and consulting. The firm delivers asset management through custodial and sponsored programs at LPL Financial and also offers tax planning and preparation as part of its service mix.
The firm emphasizes continuous account supervision with portfolios tailored to each client’s objectives, conducting reviews at least quarterly and rebalancing as needed. Its investment process combines charting, fundamental and technical analysis and can be implemented through in‑house discretionary management or LPL‑sponsored programs (including model and manager access offerings).
Notable for a firm of its size, Zeches is affiliated with a separate certified public accounting practice and reports that tax services account for an identifiable portion of advisor time and income. Advisors also serve in broker/dealer and insurance capacities and participate in LPL’s platform support and economic benefit arrangements, a structure the brochure discloses as part of its operational relationships.
Client services
Expertise
Fee options
Flat fees for consulting services; negotiable and based on type of services, experience, and client sophistication.
up to 2.50% annually
Clients may purchase investment products through LPL Financial on a commission basis; commissions vary and are paid to the firm's representatives.
Hourly consulting fees up to $400 per hour, negotiable.
Fee-only: Advisory fees based on percentage of assets under management, hourly fees up to $400/hour, and flat fees for consulting services; fees are negotiable and detailed in client agreement.
Main office
See office2850 North Swan Road
Tucson AZ 85712
Advisors at this office
2
Offices (3)
Most active in
Arizona · Texas
Also doing business as
Zeches Wealth Management · Zeches Wealth Management Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
John H
Series 65
Tucson, AZ
Zeches Wealth Management
John Haubert is a Series 65-licensed advisor with 19 years of industry experience, currently with Zeches Wealth Management Group since 2014. He is also a certified public accountant with over 30 years at J Michaele Haubert CPA PC, providing tax preparation and accounting services. Zeches Wealth Management is a state-registered advisory team serving individual and high-net-worth clients with asset management, financial planning, and consulting. The firm combines investment advice with integrated tax planning through its affiliation with a separate CPA practice.
Edward Z
Series 63, Series 65
Tucson, AZ
Zeches Wealth Management
Edward Zeches is a financial advisor with Zeches Wealth Management in Tucson, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has managed his independent advisory firm since 2014 while maintaining an affiliation with LPL Financial since 2000. In addition to his advisory work, Zeches operates a certified public accounting practice that provides tax preparation services. Zeches Wealth Management is a state-registered advisory team serving individual and high-net-worth clients with asset management, financial planning, and consulting. The firm offers tailored portfolios using fundamental, technical, and charting analysis, and integrates tax planning through its affiliated CPA practice.
Robert A
Series 63, Series 65
Mesa, AZ
Zeches Wealth Management
Robert Armour is a financial advisor at Zeches Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Zeches Wealth Management Group since 2015. Zeches Wealth Management is a state-registered advisory team serving individual and high-net-worth clients with asset management, financial planning, and consulting services. The firm combines fundamental, technical, and charting analysis to tailor portfolios and offers integrated tax planning through its affiliation with a certified public accounting practice.
Christopher Z
CFP®, Series 66
Tucson, AZ
Zeches Wealth Management
Christopher Zeches is a CFP® professional with 16 years of experience in the financial services industry. He has been with Zeches Wealth Management since 2014 and maintains a long-standing association with LPL Financial dating back to 2009. Outside of advisory work, he is involved as a business owner of Zeches Family Publishing, LLC. Zeches Wealth Management is a state-registered advisory team serving individual and high-net-worth clients with tailored asset management, financial planning, and consulting services. The firm integrates investment management with tax planning and preparation through its affiliation with a certified public accounting practice.
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