Wealth Manager
*2018-2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2022 award was presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 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.
*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® | 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 2021—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.
In addition, for 5 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 25 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
Bruce Hosler
EA | CFP® | AIF® | CEPA®
Founder and Principal
Wealth Manager
*2018-2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2022 award was presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 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.
*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 strategies to help lower their taxes, and protect and preserve their wealth.
Using a consultative wealth management process, Bruce combines his tax knowledge as an Enrolled Agent (EA) and his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER™ professional to provide synergistic advanced planning strategies for his clients.
Bruce has been recognized as a Leaders Level Advisor for many years, most recently 2019- A distinction based on annual production attained by just 7 percent of advisors affiliated with Commonwealth Financial Network. Each year, Commonwealth, the Registered Investment Adviser-broker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders 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.
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 offices. Bruce is a dedicated father of five grown children. He loves to spend time with them and with his grandchildren.
Talk With Bruce
Celebrating Forbes’ recognition on the Best-In-State Wealth Advisor list
– five consecutive years!*
*2018-2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2022 award was presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 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.
