7400 E Pinnacle Peak Rd
Suite #100
Scottsdale, AZ 85255
480-994-7342
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.
Firm Start Year
No. of Employees
CRD#
Firm CRD#
Name of Broker/Dealer
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
Work with the following types of clients
Advisory Services Provided
Investment Types
Can meet clients in the following ways
Registered Representative
Investment Advisor Representative
Acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Securities Licenses
Financial Organization Memberships
Non-Financial Organization Memberships
Fee Structure
Minimum Portfolio Size for New Managed Accounts
Compensation Methods
Additional Details on Charges
Bachelor of Science in Business Administration - Business Administration
FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net 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/FinancialAdvisor.netPromoterDisclosure_Bruce_Hosler.pdf
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