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Bruce Hosler – Founder of Hosler Wealth Management

Bruce Hosler, Wealth Manager, Financial Advisor

Wealth Manager

Enrolled Agent (EA)
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Private Wealth Advisor® (CPWA®)
Accredited Investment Fiduciary (AIF®)
Certified Exit Planning Advisor (CEPA®)
Forbes Best In State Wealth Advisor 2023

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.

Chairmans Seal 90x90

*Chairman’s level Award – A distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network.

Bruce Hosler

EA | CFP® | CPWA® | AIF® | CEPA®

Founder and Principal

Bruce is the founder and principal of Hosler Wealth Management, LLC. He has been in practice in Prescott since January 1997. His primary focus has been serving retirees and those who have lost their spouses (widows and widowers), using wise financial strategies to help lower their taxes, and protect and preserve their wealth.

Using a consultative wealth management process, Bruce combines his tax preparation knowledge as an Enrolled Agent (EA) and his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER™ professional to provide synergistic advanced financial planning strategies for his clients in both Prescott and Scottsdale.

Bruce is proud to have been recognized as a Chairman’s Level advisor for 2022—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.

His impressive career is bolstered by a solid educational background, with a BS from the University of Phoenix, and a rich media history. Bruce has shared his insights as a speaker to the Arizona Society of CPAs and hosts the ‘Protecting and Preserving Wealth Podcast,’ where he shares valuable knowledge on tax and financial strategies.

In addition, for 6 consecutive years, Bruce has been recognized by Forbes as among the Best-In-State Wealth Advisors in Arizona. As a tax accountant and certified financial planner serving Arizona for over 27 years, Bruce has a wealth of experience and wisdom that you need to make insightful decisions about your wealth management strategy.

Bruce is an avid golfer and outdoorsman. He enjoys the Prescott area and all it has to offer. He and his wife, Laura split time between Prescott and Scottsdale so they can support clients in both office locations. Bruce is a dedicated father of five grown children. He loves to spend time with them and with his grandchildren.

Talk With Bruce

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Bruce Hosler, Wealth Manager, Financial Advisor

Bruce Hosler

EA | CFP® | CPWA® | AIF® | CEPA®

Founder and Principal

Wealth Manager

Enrolled Agent (EA)
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Private Wealth Advisor® (CPWA®)
Accredited Investment Fiduciary (AIF®)
Certified Exit Planning Advisor (CEPA®)
Forbes Best In State Wealth Advisor 2023

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.

Chairmans Seal 90x90

*Chairman’s level Award – A distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network.

Bruce is the founder and principal of Hosler Wealth Management, LLC. He has been in practice in Prescott since January 1997. His primary focus has been serving retirees and those who have lost their spouses (widows and widowers), using wise financial strategies to help lower their taxes, and protect and preserve their wealth.

Using a consultative wealth management process, Bruce combines his tax preparation knowledge as an Enrolled Agent (EA) and his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER™ professional to provide synergistic advanced financial planning strategies for his clients in both Prescott and Scottsdale.

Bruce is proud to have been recognized as a Chairman’s Level advisor for 2022—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.

His impressive career is bolstered by a solid educational background, with a BS from the University of Phoenix, and a rich media history. Bruce has shared his insights as a speaker to the Arizona Society of CPAs and hosts the ‘Protecting and Preserving Wealth Podcast,’ where he shares valuable knowledge on tax and financial strategies.

In addition, for 6 consecutive years, Bruce has been recognized by Forbes as among the Best-In-State Wealth Advisors in Arizona. As a tax accountant and certified financial planner serving Arizona for over 27 years, Bruce has a wealth of experience and wisdom that you need to make insightful decisions about your wealth management strategy.

Bruce is an avid golfer and outdoorsman. He enjoys the Prescott area and all it has to offer. He and his wife, Laura split time between Prescott and Scottsdale so they can support clients in both office locations. Bruce is a dedicated father of five grown children. He loves to spend time with them and with his grandchildren.

Talk With Bruce

  • I consent to receive information from Hosler Wealth Management about tax, financial, and investment topics. You can opt out at any time through the unsubscribe link. Privacy Policy.
  • This field is for validation purposes and should be left unchanged.
BrokerCheck

Celebrating Forbes’ recognition on the Best-In-State Wealth Advisor list
– six consecutive years!*

Forbes Best In State Wealth Advisor 2023
Wayne Bloom Quote - Congratulations to Bruce Hosler on this well-earned recognition by Forbes. bruce Hosler is committed to providing expert guidance and essential support to his clients, and we are proud to provide Hosler Wealth Management with the business solutions they need to power their practice

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.

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