Hosler Wall is a CFP, PFS-designated registered investment advisor at Waverly Advisors, LLC, based in Lakeland, FL, with 28 years of industry experience. Hosler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 13 more. Their firm serves 13,689 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.25% to 1.50% annually, applied as a flat or declining marginal rate. Certain equity and options strategies carry an additional 0.25% annual fee. Fees are negotiable.
Fee Estimator
Location
212 E Highland Drive, Suite 201, Lakeland, FL, 33813
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Hosler is the Managing Member with 70% ownership of WALL TITUS, LLC, a CPA firm. He also has ownership stakes in WFT, LLC (commercial property), Capital Access Partners, LLC (corporate M & A consulting), and Capital Access Group, Inc. (corporate intermediary services).
Employment History
Current Registrations
Waverly Advisors, LLC
Previous Registrations
Wall Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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