National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Bruce Hosler

Hosler Wealth Management

8180 N. Hayden Road, Suite D203

Scottsdale, AZ 85258

480-994-7342

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. Your safety and comfort will always remain very important to us.

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.


More information is available in Commonwealth’s Form CRS.

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

AK, AZ, CA, CO, FL, GA, ID, IL, ME, NE, NM, NV, OH, TX, UT, VA, WA, & WI

Years of Experience in Financial Services

24

Number of Years with Current Firm

14

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities, Wealth Management

Services

Investment Types

Bonds, Exchange Traded Funds (ETFs), 1031 DST Exchange, Mutual Funds, Stocks

Can meet clients in the following ways

Our Offices, Video Conference, Via Email, Via Phone, Our Office

Compliance

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

Qualifications & Membership

Certifications, Accreditations & Designations

EA, CFP®, AIF®, CEPA®, CDFA®

Securities Licenses

Series 63, Series 65, Series 7, Series 66

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

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
-

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, ID, IL, ME, NE, 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