Bruce Robert Hosler

CFP

Mutual Advisors, LLC

28 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingHigh Net Worth

Mutual Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

152 advisors

Number of Clients

8,463 clients

Average Client Portfolio

$798K average

Assets Under Management

$6.8B

Fee Structure

Location

700 S. Montezuma Street, Prescott, AZ, 86303

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History

Regulatory History (1)

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Customer Dispute

May 2021

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Bruce is involved in several business activities, including fixed insurance sales and training, co-ownership of Hosler Wealth Management, and ownership of Advance Tax Strategies LLC for fixed insurance sales. He also owns real estate holding companies and is an author, dedicating minimal time to these endeavors.