Paladin Research Report For:
Bruce Hosler
Hosler Wealth Management
About Bruce Hosler
Bruce is the founder of Hosler Wealth Management. 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 28 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'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.
*2018-2025 Forbes Best In State Wealth Advisors, created by SHOOK Research Presented in April 2025 based on data gathered from June 2023 to June 2024. Not indicative of advisors future performance. Your experience may vary. For more information,visit.
See DisclosuresGeneral Information
Firm Start Year
- 1997
No. of Employees
- 10-19
CRD#
- 2581041
Firm CRD#
- 8032
Name of Broker/Dealer
- Mutual Group
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.
Years of Experience in Financial Services
- 28
Number of Years with Current Firm
- 28
Work with the following types of clients
- Businesses, Individual Investors
Advisory Services Provided
- Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting, Tax Advice and Services
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®, CPWA®, AIF®, CEPA®
Securities Licenses
- Series 66, Series 7, Series 63, Series 65
Financial Organization Memberships
- Financial Planning Association (FPA), National Association of Tax Professionals (NATP), National Association of Enrolled Agents (NAEA)
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
- Based on Assets, Hourly, Flat Fee, Commissions
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
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1887485/paladinregistry-Hosler-Wealth-Management-detailed-disclosure.html
Disclaimer
Investment advisory services are offered through Mutual Advisors, LLC DBA Hosler Wealth Management, a SEC registered investment adviser. Securities are offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Advisors, LLC and Mutual Securities, Inc. (collectively "Mutual Group") are affiliated companies. Fixed insurance products and services are not offered through Mutual Group. These services are offered separately as independent insurance agents. Tax preparation and accounting services are offered independently through Hosler Wealth Management Tax Services. Any tax advice provided by tax professionals under Hosler Wealth Management Tax Services is separate and unrelated to any advisory or security services offered through Mutual Group. CFP®, CERTIFIED FINANCIAL PLANNER" and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Boards initial and ongoing certification requirements.
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