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.
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
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.
Alex Koury
CFP®, CEPA®
Alex Koury CFP®, CERTIFIED FINANCIAL PLANNER™ professional and Wealth Manager in Scottsdale, has worked in the financial services industry for fourteen years as a financial advisor and Financial Planner. He holds Series 7, 9, 10 & 66 securities registrations - and is a Registered Representative with Commonwealth Financial Network®.
Alex has been affiliated with Commonwealth for the last five years and comes to our offices in Arizona with knowledge and experience of all things (Commonwealth). Alex holds his insurance license in the state of Arizona, California, Nevada, and Georgia for: life, health, disability, fixed and variable annuities. As a CERTIFIED FINANCIAL PLANNER™ professional in Phoenix, Alex works out of our Scottsdale office to provide wealth management services to clients in the Greater Phoenix Metropolitan Area, including Scottsdale, Paradise Valley, Phoenix, and Tempe.
After graduating from Regis University in Denver, Colorado, with a Bachelor of Science in Finance and a Bachelor of Science in Economics, Alex returned to his home state of Arizona.
Alex is an active member of the Financial Planning Association of Greater Phoenix and frequently volunteers at homeless shelters, teaching financial literacy courses to empower individuals and families. In addition to his professional achievements, Alex enjoys sports, the outdoors, and spending time with his family. As a frequent hiker, you may find Alex on Camelback or Piestewa Peak Mountain on any given morning.
Jason Hosler
EA, CEPA®
Jason works as a financial advisor with clients to implement and administer our wealth management process. He has established himself as a primary service advisor for many of our Prescott clients. He has been with the firm for over a decade. Jason continues to take on many challenging roles in the industry to expand his experience thus guiding him down the path of leadership and higher levels of responsibilities.
Jason is an Enrolled Agent (EA) and holds Series 7 and 66 FINRA securities registrations. He brings a technological edge to our firm and helps many of our clients stay current in the fast-moving age of the internet.
Jason grew up in Prescott and enjoys all it has to offer. He is an avid outdoorsman and golf enthusiast. He loves spending time with his family, his wife Ashley, daughter Emma, and baby James, the newest addition. He also loves to travel, read, and research the lasted updates in technology.
Zed Leppanen
FPQP™
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 where he gained extensive knowledge in the areas of overhead management, international customs and account management. Zed enjoys putting the pieces together with a dedication to excellence and integrity in every situation.
In his spare time, Zed can be found playing music and learning to speak Korean.
Laura Hosler
Executive Director
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 focused on serving as an office administrator for HWM helping out with client and staff needs. She brings
her compassion for helping others and attention to detail to the firm. She enjoys spending quality time with her husband Bruce and their family.
Sara Lanoue
Client Service Manager
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, Chance, and Ryanne, both of whom occupy a large portion of her time outside of work.
Reggie Alilonu
CFP® , CPA
Reggie Alilonu is a Certified Public Accountant (CPA) with Hosler Wealth Management. He has a Bachelor of Science in Finance from the University of Wisconsin and an MBA from Fairleigh Dickinson University, New Jersey. Reggie has over 30 years of extensive experience in the tax industry and leverages this to provide sound tax planning and advice. He holds a Series 66 securities registration and is a CERTIFIED FINANCIAL PLANNER ™ professional. He finds it very rewarding to help clients save money, plan for their future, and help them get closer to their goals.
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 - |
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 Additional Detailed Disclosures |
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 |
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
| 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 |
| Paradise Valley | Phoenix |
| Scottsdale | |
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.
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.
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.
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.
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.
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.
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.
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