National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

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

Hosler Wealth Management

700 S Montezuma St.

Prescott, AZ 86303
(928) 7787666

Preserving & Protecting Wealth

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.

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

CRD#

2581041

Firm CRD#

8032

Name of Broker/Dealer

COMMONWEALTH FINANCIAL NETWORK

Name of Custodial Firm

National Financial Services

States Licensed in

AZ

Years of Experience in Financial Services

23

Number of Years with Current Firm

14

Services

Investment Types

Exchange Traded Funds (ETFs), Mutual Funds, Alternative Investments, Stocks, Bonds

I can meet clients in the following ways

Via phone, At my office, Video Conference, Via email

Compliance

Registered Investment Advisor

No

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

Qualifications & Membership

Securities Licenses

Series 66, Series 7, Series 63, Series 65

Financial Organization Memberships

Paladin Registry, National Association of Enrolled Agents (NAEA), Financial Planning Association (FPA), National Association of Tax Professionals (NATP)

Non-Financial Organization Memberships

Boy Scouts of America (BSA)

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

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
-

Disclosures

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