Joseph Hosler
Auour Investments · Woburn, Massachusetts
Joseph Hosler is a fee-only financial advisor at Auour Investments in Woburn, Massachusetts, who holds the CFA credential. Joseph focuses on estate & legacy planning and tax planning. Auour Investments reports charging a percentage of assets on its Form ADV.
Request an introduction to Joseph →
Specialties
Facts
| Firm | Auour Investments |
|---|---|
| Based in | Woburn, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $378.0M across 833 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA, TX · CRD 1290907 |
| Exams passed | Series 63 (2013) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.auour.com |
How Joseph's firm compares
- Auour Investments's average account is about $454,000, from its Form ADV (assets managed divided by 833 accounts).
Request an introduction to Joseph
Tell Joseph a little about what you're looking for. Joseph isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joseph
Is Joseph Hosler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Auour Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Auour Investments, reports charging a percentage of assets on its SEC Form ADV.
Where is Joseph Hosler based?
Joseph Hosler is based in Woburn, Massachusetts.
What does Joseph specialize in?
Joseph's specialties include estate & legacy planning and tax planning.
What credentials does Joseph Hosler hold?
Joseph Hosler holds the CFA credential.
Is Joseph Hosler registered with the SEC?
Yes. Joseph Hosler is registered as an investment adviser representative in MA and TX (CRD 1290907), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Auour Investments manage?
Auour Investments reports $378.0M across 833 accounts in assets under management.
How do I contact Joseph Hosler?
Through Joseph's website, www.auour.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Auour Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.