wiseradvisor

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

Tel: 480-994-7342
8180 N. Hayden Road, Suite D203
Scottsdale, AZ 85258

Preserving & Protecting Wealth

Hosler Wealth Management | Financial Advisor in Scottsdale ,AZ


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.


General Information

Firm Start Year:   1997
No.of Employees:   5-9
Gender:   Male
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
I work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities, Retirement Planning


Services

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


Qualifications & Memberships

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


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $1,000,000
Compensation Methods:   Commissions, Based on Assets, Flat Fee, 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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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

Bruce Hosler

Bruce Hosler

EA, CFP®, AIF®, CEPA®, CDFA®

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.

My 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.


My Team

Alex, a CFP®, CERTIFIED FINANCIAL PLANNER™ professional and Wealth Manager, has worked in the financial services industry for over 11 years as a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional. He holds Series 7,9,10 & 66 securities licenses-and is a Registered Representative with Commonwealth Financial Network®. Alex holds his insurance license in the state of Arizona, California, Nevada and Georgia: life, health, disability, fixed and variable a ...more

As a wealth manager, Jason works closely with clients to implement and administer our wealth management process. He is a primary service advisor for many of our clients and provides depth and energy to our team. He has been with the firm for 9 years. He is an Enrolled Agent (EA) and holds FINRA Series 7 and 66 securities through Commonwealth Financial Network®. He brings a technological edge to the firm and helps many of our clients stay current in the fast-moving age of technolog ...more

Laura had an administrative career at the Mayo Clinic in the Radiation Oncology department prior to joining her family at Hosler Wealth Management. She brings with her not only her vast experiences with the renowned Mayo Clinic; but many years working as a Financial Aid Administrator in Higher Education where she served a large student body population adhering to Federal, State, and Institutional regulations. Laura is a veteran of the United States Air Force as well. Laura is focus ...more

Bobby is an Enrolled Agent (EA) and the Tax Manager at HWM. He is an ASU Accounting graduate and has been developing his career in the trade ever since. He has over 16 years of tax and accounting experience working with larger regional firms in the Phoenix area which gives our firm an added depth of bench regarding tax preparation and compliance for our clients. He loves working with clients and finds a great deal of satisfaction in solving their tax problems. We are fortunate t ...more

Zed comes to Hosler Wealth Management with 7 years business accounting experience, as well as 15 years administration and manufacturing expertise. His Paraplanner designation (FPQP) enables him to support each of the financial advisors at Hosler Wealth Management. His research and attention to data entry is extremely valuable to the financial planning process. His background includes music, technology, and general accounting. He served as the accountant for a local small manufacturer w ...more

Sara comes to us with 20 years of experience serving customers in the magazine and media industry. Her position of administrative support, customer relations, and event coordination suit her outgoing personality; which makes her a valuable asset to HWM and our clients. Sara is often the initial point of contact for our clients offering her tremendous skill-set in assisting, guiding and directing them. Sara relocated to the Prescott area in 2000 from Iowa. She has two children, Chanc ...more

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

Compensation Arrangements

Check Bank Transfer
Visa MasterCard
American Express

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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