wiseradvisor

Bruce Hosler, EA, CFP®, AIF®
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

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.


General Information

Firm Start Year:   1997
No.of Employees:   5-9
Name of Custodial Firm:   National Financial Services
States Licensed in:   AZ
Number of Years with Current Firm:   14


Services

Investment Types:   Stocks, Alternative Investments, Structured Notes, Life Insurance (LIRP), Roth & SEP IRA's, 401(k) & 403(b) rollovers, Fee-based Annuities, Mutual Funds, Exchange Traded Funds (ETFs), 1031 DST Exchange, Bonds, REIT'S
I can meet clients in the following ways:   Via email, At my office, Video Conference, Via phone


Qualifications & Memberships

Financial Organization Memberships:   Financial Planning Association (FPA), National Association of Enrolled Agents (NAEA), National Association of Tax Professionals (NATP), Paladin Registry
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:   $500,000
Compensation Methods:   Commissions, Flat Fee, Hourly, Based on Assets
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 it 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

This communication strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, IL, ME, NM, NV, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Review our Terms of Use:https://www.commonwealth.com/ter msofuse.html

Bruce Hosler, EA, CFP®, AIF®

Bruce Hosler, EA, CFP®, AIF®

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

With his Accredited Investment Fiduciary (AIF®) designation 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

Jason  Hosler,
Jason Hosler, EA
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 8 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 techno ...more

Laura Hosler,
Laura Hosler, Financial Administrator
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. La ...more

Sara Lanoue,
Sara Lanoue, Office 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 chil ...more

Bobby Epperson,
Bobby Epperson, EA
Bobby is an Enrolled Agent 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 fortu ...more

Zed  Leppanen
Zed Leppanen Paraplanner
Zed comes to Hosler Wealth Management with 7 years business accounting experience, as well as 15 years administration and manufacturing expertise. 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 eve ...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 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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