wiseradvisor


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

Tel: 480-994-7342
7400 E Pinnacle Peak Rd
Suite #100
Scottsdale, AZ 85255
Hosler Wealth Management | Financial Advisor in Scottsdale ,AZ

Protecting & Preserving 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.

See Disclosures

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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, HI, ID, IL, MA, ME, NE, NJ, 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:   Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Portfolio Management

Services

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

Qualifications & Memberships

Financial Organization Memberships:   National Association of Tax Professionals (NATP), National Association of Enrolled Agents (NAEA), Financial Planning Association (FPA)
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:   Commissions, Flat Fee, Based on Assets, Hourly
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.


Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.


Commonwealth Financial Network ADV 2A
https://adviserinfo.sec.gov/firm/brochure/8032

Additional Detailed Disclosures
https://content.commonwealth.com/media/WiserAdvisorPromoterDisclosure_Bruce_Hosler.pdf


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, HI, ID, IL, MA, ME, NE, NJ, 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

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

Paradise Valley Phoenix
Scottsdale

Awards & Recognitions

Awards & Recognitions 2022 Forbes Best In State Wealth Advisors
(2022)

The 2022 ranking was developed by SHOOK Research. The 2022 award was presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. Click here for more award information.


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

2021 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2021 based on data gathered from June 2019 to June 2020. 32,725 Advisors were considered, approximately 5000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. Click here for more award information.


Awards & Recognitions Chairman's Level Award 2021 (Bruce Holser)
(2021)

A distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network. Each year, Commonwealth, the Registered Investment Advisor- broker/dealer--that helps us process investment transactions on your behalf, recognizes Chairman's Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman's 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
(2020)

2020 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in Feb 2020 based on data gathered from June 2018 to June 2019. 32,000 Advisors were considered, approximately 4000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. Click here for more award information.


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

2019 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in Feb 2019 based on data gathered from June 2017 to June 2018. 30,000 Advisors were considered, 3500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. Click here for more award information.


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

2018 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in Feb 2018 based on data gathered from June 2016 to June 2017. 21,000 Advisors were considered, 2213 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. Click here for more award information.

Compensation Arrangements

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