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Vetted Advisor's Table

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

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

Protecting & Preserving Wealth



About Bruce Hosler

Bruce is the founder and principal of Hosler Wealth Management, LLC. He has been in practice in Prescott since January 1997. His primary focus has been serving retirees and those who have lost their spouses (widows and widowers), using wise financial strategies to help lower their taxes, and protect and preserve their wealth.

Using a consultative wealth management process, Bruce combines his tax preparation knowledge as an Enrolled Agent (EA) and his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER professional to provide synergistic advanced financial planning strategies for his clients in both Prescott and Scottsdale.

Bruce is proud to have been recognized as a Chairman's Level advisor for 2023, a distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network®.

Each year, Commonwealth, the broker/dealer RIA 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.

His impressive career is bolstered by a solid educational background, with a BS from the University of Phoenix, and a rich media history. Bruce has shared his insights as a speaker to the Arizona Society of CPAs and hosts the Protecting and Preserving Wealth Podcast, where he shares valuable knowledge on tax and financial strategies.

In addition, for 6 consecutive years, Bruce has been recognized by Forbes as among the Best-In-State Wealth Advisors in Arizona.* As a tax accountant and certified financial planner serving Arizona for over 27 years, Bruce has a wealth of experience and wisdom that you need to make insightful decisions about your wealth management strategy.

Bruce is an avid golfer and outdoorsman. He enjoys the Prescott area and all it has to offer. He and his wife, Laura split time between Prescott and Scottsdale so they can support clients in both office locations. Bruce is a dedicated father of five grown children. He loves to spend time with them and with his grandchildren.

To get to know Bruce and learn a bit more, listen to his new podcast by visiting his website or search "Protecting & Preserving Wealth" on your favorite audio streaming service! Listen Here

*2018-2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 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.


About Hosler Wealth Management

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. We have a number of ways to serve and accommodate you for your convenience; via phone call, email or (Zoom) video conferencing with screen share technology.

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General Information

Firm Start Year:   1997
No. of Employees:   10-19
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:   27
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 Enrolled Agents (NAEA), National Association of Tax Professionals (NATP), 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. 700 S. Montezuma Street, Prescott, AZ 86303. Phone: 928.778.7666. The Financial Advisors associated with this website may discuss and/or transact business only with residents in states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Fixed insurance products and services are separate from and not offered through Commonwealth. Tax preparation and accounting services offered by Hosler Wealth Management, LLC are separate and unrelated to Commonwealth. Commonwealth Financial Network® does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. 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

2018-2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 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 - 2023 (Bruce Holser)
(2023)

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 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 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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