Bruce is the founder and principal of Hosler Wealth Management, LLC. He has practiced in Prescott since January 1997, with offices in Prescott and Scottsdale. His primary focus has been serving retirees and those who have lost their spouses (widows and widowers). He uses advanced and intentional tax strategies to help move clients toward a tax-free retirement while helping protect and preserve their wealth. .
As an Enrolled Agent, CERTIFIED FINANCIAL PLANNER" professional, and Certified Private Wealth Advisor (CPWA®), Bruce brings a multifaceted approach to advanced financial and tax planning. He is recognized as a prominent financial professional with over 27 years of experience. Bruce recently authored the book MOVING TO TAX-FREE" Strategies For Creating Tax-Free Retirement Income And Tax-Free Lifetime Legacy Income For Your Children. www.movingtotaxfree.com.
A solid educational background, a BS from the University of Phoenix, and a rich media history bolster his impressive career. Bruce has shared his insights as a speaker to the Arizona Society of CPAs and the Prescott Area Commercial Realtors Group. Bruce also hosts the "Protecting and Preserving Wealth Podcast," where he shares valuable knowledge on tax and financial strategies. During a recent guest appearance on Fox Business Network-Spotlight TV with Tom Hegna, Bruce was interviewed about his new book, MOVING TO TAX-FREE"..
Forbes has recognized Bruce as one of the Best-In-State Wealth Advisors in Arizona for seven consecutive years. Bruce is also 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.
Bruce's life is as full and rich as his career. He lives with his wife, Laura, in Scottsdale and Prescott, Arizona, and enjoys spending time with family. In his downtime, Bruce is an avid golfer who embraces the course's challenges, beauty, and tranquility.
2018 - 2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor's future performance. Your experience may vary. For more information, please visit.
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 fifteen 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 six 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.
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.
Cody Teeples
Wealth Manager
Cody Teeples, a three-generation Arizonian and a Brigham Young University Hawaii graduate with a Bachelor of Science in Business Management joins Hosler Wealth Management as a Wealth Manager in Prescott. He holds Series 7 and 66 securities registrations and is an Investment Advisor Representative with Commonwealth Financial Network®. Cody holds his insurance license in the state of Arizona for: life, health, disability, fixed and variable annuities.
He is committed to helping long-term investors overcome their fears and educating them through thoughtful investment decisions, this is where he finds his absolute joy as a financial advisor. He works synergistically with his clients, helping them transition their visions toward tangible goals.
Cody is a family man, and outside of work, he enjoys spending as much time as possible with his wife, Christine, his son, Connor, who just started kindergarten, and his daughter Camille who is all smiles, and of course, the family dog, a yellow lab named Naomi.
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
When Sara joined HWM, she brought broad, extensive customer service and administrative support knowledge to the firm. As of 2024, Sara has been with the HWM family for eight years, and her position has advanced from events coordinator to client service representative to client services manager. She is the go-to, front-line person for almost all our client's immediate needs.
Sara has successfully passed the Securities Industry Essentials®, SIE®, which assesses an individual's knowledge of basic securities concepts, types of products, and their risks; the structure of the securities markets, regulatory agencies, and their functions; and prohibited practices--making her all the more a valuable asset to the HWM team and our clients.
She relocated from Iowa to Prescott in 2000 and is practically a native Arizonian. However, she still brings that midwestern, down-to-earth appeal to our HWM family. She loves spending time with her family and dogs, working in the yard, and enjoying their pool!
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.
Amber Potts
EA
Amber holds a Bachelor of Science in Accounting from Grand Canyon University and an Enrolled Agent (EA) designation.
As a credentialed Tax Professional, she will assist clients working out of the Prescott office. In addition, she also brings her dedication, attention to detail, high standard of ethics, and eagerness to serve our clients.
Amber believes that a good solid education is essential for early development. While homeschooling her two children, she also served in various leadership positions in the homeschool community. In addition, she founded a homeschool co-op and summer camp to help local homeschooling families.
Amber enjoys reading (she recently formed a woman's book club), nature walks, and spending time with her family and friends.
Jim Haynes
CPA
Jim began his accounting career in 1984 with a large CPA firm in San Diego. He earned his CPA designation in 1989 and his Master of Science degree from the University of Southern California in 1990. Jim is a Certified Public Accountant licensed to practice in Arizona. He is also an active member of the Arizona Society of CPAs.
Before relocating to Prescott Valley in 2022, he had a successful tax practice in Orange County, CA. In his spare time, Jim enjoys spending time with family and friends, skiing, doing home projects, and exploring all Prescott has to offer with his two Newfoundland dogs, Samson & Sheba.
Chad Hosler
Communications Director
Chad Hosler joined the Hosler Wealth Management team as director of communications. He is developing communication strategies that help advance the firms impact of compelling ideas and practices through website development, social media, media outreach, and virtual and in-person client events. In addition, Chad helps produce content from creation to implementation.
Before joining HoslerWM, Chad retired from a 28-year career as a business owner in Salt Lake City, Utah as a professional licensed Neuro-Muscular Therapist. Chad brings his business and interpersonal communication skills to us, along with his attention to detail and ability to relate to people.
Since moving to Prescott, Chad has taken up bowling and making new friends. In his spare time, he enjoys learning about photography and video editing.
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, Email, Video Conference, 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 - |
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. 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 |
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 | |
2018-2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisors future performance. Your experience may vary. For more information, please visit.
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.
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.
2022 Forbes Best In State Wealth Advisors
(2022)
2018-2022 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)
2018-2021 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.
Forbes Best-in-State Top Advisors List Arizona
(2020)
2018-2020 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)
2018-2019 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.
| Check | Bank Transfer |
| Visa | MasterCard |
| American Express | |
 |
 |
 |
 |
