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Bruce Hosler, EA, CFP®, AIF®, CEPA®, CDFA®
Hosler Wealth Management

Tel: 480-994-7342
8180 N. Hayden Road, Suite D203
Scottsdale, AZ 85258
Hosler Wealth Management | Financial Advisor in Scottsdale ,AZ

Preserving & Protecting Wealth



About Bruce Hosler

Bruce Hosler is the founder and principal at Hosler Wealth Management, LLC (HWM). With offices in Scottsdale and Prescott Arizona, he has been in practice since 1997. Bruce uses a consultative wealth management process with his clients. He combines both his tax knowledge as an Enrolled Agent (EA), and his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER™ professional, including his Ed Slott Master Elite IRA recognition to provide synergistic advanced planning strategies for his clients.

As an Accredited Investment Fiduciary (AIF®), Bruce has a thorough knowledge of fiduciary best practices and applies this to his primary focus of serving retirees, soon to retire and those who have lost their spouses (widows and widowers) to protect and preserve their wealth.


About Hosler Wealth Management

COVID-19, Our Response *During these difficult and uncertain times, we can accommodate meeting with you in a variety of ways; via phone call, email, or with (Zoom) video conferencing and screen-sharing technology. Your safety and comfort will always remain very important to us.

At Hosler Wealth Management (HWM), we know you work hard for your money. That's why we take our responsibility as your financial advisor so seriously. We're here to help you get better results than you would on your own.

Our secret weapons? Tax planning for life, combined with financial planning, IRA & Retirement Planning, and Investment Management with Estate Planning - together provide a holistic solution towards pursuing your financial and life goals.

When working with HWM, you'll experience our proprietary approach to helping you plan for your future. You can expect prudent financial planning; advanced tax strategies; and an integrated customized financial plan that addresses the most important aspects of your life.

Bruce Hosler is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Bruce Hosler is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Bruce Hosler is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Bruce Hosler is required to act in a fiduciary capacity.


More information is available in Commonwealth’s Form CRS.

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General Information

Firm Start Year:   1997
No.of Employees:   5-9
Name of Broker/Dealer:   COMMONWEALTH FINANCIAL NETWORK
Name of Custodial Firm:   National Financial Services
States Licensed in:   AK, AZ, CA, CO, FL, GA, ID, IL, ME, NE, NM, NV, OH, TX, UT, VA, WA, & WI
Number of Years with Current Firm:   14
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management

Services

Investment Types:   1031 DST Exchange, Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks
Can meet clients in the following ways:   Via Phone, Via Email, Our Offices, Our Office, Video Conference

Qualifications & Memberships

Financial Organization Memberships:   National Association of Enrolled Agents (NAEA), Financial Planning Association (FPA), National Association of Tax Professionals (NATP)
Non-Financial Organization Memberships:   Boy Scouts of America (BSA)

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $1,000,000
Compensation Methods:   Based on Assets, Commissions, Hourly, Flat Fee
Additional Details on Charges:   Many financial advisory firms don't like to discuss fees. Hosler Wealth Management believes differently. We view our relationships as long-term, and in order to prosper, the relationship needs to be founded on trust. We have a transparent approach, you'll always know in writing, how much you will be charged. Our fees include unlimited support, so you can call or email us as often as you like.

Education

Bachelor of Science in Business Administration - Business Administration  University of Phoenix - Arizona
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Financial Services

Financial Advice & Consulting

What if every big financial decision you made had the benefit of tax planning as well as financial expertise? You would probably end up paying less in taxes which would help you save more for your future. Our complete approach helps ensure your blind spots are minimized, your tax situation is optimized and your financial future is more predictable.

Financial Planning for Individuals

Our mission is to help you secure your future and avoid big mistakes. We work with you closely to understand your needs, clarify your goals and learn your preferences.

Portfolio Management

At HWM, we prioritize the security of your assets; that's why we don't hold or take possession of your money.



Disclaimer

Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Tax preparation and accounting service offered by Hosler Wealth Management, LLC are separate and unrelated to Commonwealth. Hosler Wealth Management LLC, 8180 N. Hayden Road, Suite D203 Scottsdale, AZ 85258, (928) 778-7666. This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, GA, ID, IL, ME, NE, NM, NV, OH, TX, UT, VA, WA, & WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Paradise Valley Phoenix
Scottsdale

Awards & Recognitions

Awards & Recognitions Forbes Best-In-State Top Advisor List Arizona
(2021)

*The 2021 ranking of the Forbes™ Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodology that Forbes developed in partnership with SHOOK Research is available at www.forbes.com.


Awards & Recognitions Forbes Best-in-State Top Advisors List Arizona
(2020)

The 2020 ranking was developed by SHOOK Research, based on meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and other quantitative criteria. Overall, 32,000 advisors were considered, and 4,000 (12.5 percent of candidates) were recognized. This award is not indicative of the advisor's future performance. Your experience may vary. Some states may have more advisors than others. SHOOK does not receive a fee in exchange for rankings.


Awards & Recognitions Leaders Level Advisor
(2019)

A distinction based on annual production attained by just 7 percent of advisors affiliated with Commonwealth Financial Network. Each year, Commonwealth, the Registered Investment Adviserbroker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.


Awards & Recognitions Forbes Best-in-State Top Advisors List Arizona
(2019)

The 2019 ranking was developed by SHOOK Research, based on meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and other quantitative criteria. Overall, 30,000 advisors were considered, and 3,500 (11.6 percent of candidates) were recognized. This award is not indicative of the advisor's future performance. Your experience may vary. Some states may have more advisors than others. SHOOK does not receive a fee in exchange for rankings.


Awards & Recognitions Forbes Best-in-State Top Advisors List Arizona
(2018)

The 2018 ranking was developed by SHOOK Research, based on meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and other quantitative criteria. Overall, 21,000 advisors were considered, and 2,213 (10.5 percent of candidates) were recognized. This award is not indicative of the advisor's future performance. Your experience may vary. Some states may have more advisors than others. SHOOK does not receive a fee in exchange for rankings.

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