Joseph
Hosler

Auour Investments LLC

CRD#1290907
Investment Advisor
in Wenham, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joseph Hosler is a financial advisor based in Wenham, Massachusetts, working with Auour Investments LLC. Joseph has previously held positions at Keystone Capital Corporation, Auour Advisory, and Integrity Financial Advisors, LLC. Joseph has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Joseph is part of Auour Investments LLC, which operates out of Wenham, Massachusetts. The firm has 7 employees and manages assets totaling $317.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Auour Investments LLC includes asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

162 Main Street Suite 2
Wenham, MA 01984

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Auour Investments LLC Brokerage Details

Total Assets Under Management

$316,973,126

MA Average: $16,012,751,954
Total Number of Employees

7

MA Average: 118
Total Number of Accounts

775

MA Average: 4,567
Average Account Size

$408,998

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Joseph Hosler Work History

2021 - Present (3 years)

Integrity Financial Advisors, LLC

2013 - Present (11 years)

Auour Advisory

2013 - 2015 (2 years)

Keystone Capital Corporation

Disclosures

Please visit the SEC profile of Joseph Hosler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Auour Investments LLC

Mark Naylor
Wenham, MA
Kenneth Doerr
Wenham, MA
Robert Kuftinec
Wenham, MA
Joseph Hosler
Wenham, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started