Zeches Wealth Management logo

Zeches Wealth Management

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Client assets under management

$90,863,832

Clients

91

34% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

23

Low

Average account size

$998,504

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

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Real estate investing Cash flow / budgeting General tax planning

Fee options

Fixed

Flat fees for consulting services; negotiable and based on type of services, experience, and client sophistication.

Percentage

up to 2.50% annually

Commissions

Clients may purchase investment products through LPL Financial on a commission basis; commissions vary and are paid to the firm's representatives.

Project-based

Hourly consulting fees up to $400 per hour, negotiable.

Other

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 location

Zeches Wealth Management

2850 North Swan Road, Suite 100

Tucson AZ 85712, United States

Number of offices

2

Most active in

Arizona · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Wealth management Real estate investing Cash flow / budgeting General tax planning
user avatar

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.

Wealth management Real estate investing Cash flow / budgeting General tax planning
user avatar

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.

Wealth management Real estate investing Cash flow / budgeting General tax planning
user avatar

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.

Wealth management Real estate investing Cash flow / budgeting General tax planning
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