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Joel Douglas Hosner

WBH Advisory, Inc.

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About Joel Douglas Hosner

Joel Douglas Hosner is a Certified Financial Planner and is a registered Investment Advisor representative. Joel has been in the financial services industry since 2012. He works at WBH Advisory, Inc. in Baltimore, Maryland. Joel has experience working with high-net-worth individuals and has a specialization in helping clients with financial planning, portfolio management for individuals and portfolio management for businesses. Joel's firm manages approximately $1.3 billion in assets for approximately 2,220 clients.

Firm Information

Joel Hosner is currently registered with WBH Advisory, Inc.. WBH Advisory, Inc. is an investment advisor based in Baltimore, MD, with approximately $1,294,477,358 in regulatory assets under management. The firm primarily serves individuals, corporations, and charitable organizations, offering financial planning and portfolio management services. WBH Advisory has 12 investment adviser representatives and 11 individuals involved in investment advisory functions.
WBH Advisory, Inc.

1829 REISTERSTOWN ROAD, SUITE 225

BALTIMORE, MD 21208

$1.29B

Assets Under Management

3

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Joel Hosner’s Registration & Firm History

MD

05/09/2023 - Present

WBH Advisory, Inc. (BALTIMORE MD)

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Licenses & Designations

IA

Issued 02/15/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joel Douglas Hosner.
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