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Mission Hills Financial Advisory LLC

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Client assets under management

$273,937,814

Clients

301

36% high-net-worth

Advisors

3

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

100

Very High

Average account size

$910,092

About

Mission Hills Financial Advisory provides discretionary asset management and financial planning primarily for individual and high‑net‑worth clients, and also offers ongoing consulting, legacy position management, and access to third‑party managers. The firm documents client objectives in written agreements and conducts periodic reviews as part of its advisory services.

Portfolios are tailored to each client’s stated goals and risk tolerance using fundamental and technical analysis, institutional share classes where available, and a mix of mutual funds, ETFs, alternatives, and options as appropriate. The firm may recommend or place assets with third‑party managers and, when suitable, employs leverage or margin strategies within managed accounts.

Distinctive features disclosed in the brochure include principals’ outside business activities (including real estate brokerage, tax/accounting services, and insurance), recent material changes to services and disclosures, and a practice of offering public educational seminars at no charge. The firm also discloses referral arrangements with third‑party managers and that it directs a portion of asset‑management revenues toward trust preparation and amendments with attorneys it identifies.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Tax-loss harvesting Private / alternative investments Concentrated stock management Retirement income strategy

Occupation focus

Executive Founder/Business Owner

Demographic focus

Approaching retirement Baby Boomers (Born 1946-1964)

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Fee options

Fixed

Financial planning fixed fees range from $2,500 to $5,000, waived for asset management clients.

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.85% annually $3,000,001 - $4,000,000: 0.80% annually $4,000,001 - $5,000,000: 0.75% annually $5,000,001 - $6,000,000: 0.70% annually $6,000,001 - $7,000,000: 0.65% annually $7,000,001 - $8,000,000: 0.60% annually $8,000,001 - $9,000,000: 0.55% annually $9,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.45% annually

Project-based

$300 per hour for financial planning services, waived for asset management clients.

Subscriptions

Ongoing financial planning and consulting charged annually from $2,000 to $5,000, paid quarterly, fees may be waived for asset management clients.

Other

Account minimum: $1,000,000 Minimum fee: Minimum annual advisory fee of $2,000 if advisory agreement is structured under a flat fee arrangement. Minimum fee may be waived or negotiated. Fee-only: Financial planning fees are charged either hourly at $300/hour or fixed fees ranging from $2,500 to $5,000. Fees may be waived for asset management clients.

Main office location

Mission Hills Financial Advisory LLC

1633 West Lewis St

San Diego CA 92103, United States

Number of offices

1

Most active in

More info

Arizona · California · Nebraska · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 619-294-9420

Advisors at this firm

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user avatar

Jason S

Series 65

San Diego, CA

Mission Hills Financial Advisory LLC

Jason Shaya is a Series 65-licensed financial advisor at Mission Hills Financial Advisory LLC with two years of industry experience. He has been associated with Mission Hills Financial since 2005 in various capacities. Mission Hills Financial Advisory provides discretionary asset management and financial planning primarily for individual and high-net-worth clients. The firm tailors portfolios to client goals and risk tolerance using a combination of fundamental and technical analysis, mutual funds, ETFs, alternatives, and options, and also offers access to third-party managers and ongoing consulting services.

Wealth management Tax-loss harvesting Private / alternative investments Concentrated stock management Retirement income strategy Executive Founder/Business Owner Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

Minka H

CFP®

San Diego, CA

Mission Hills Financial Advisory LLC

Minka Hull is a CFP® professional with seven years of industry experience, currently with Mission Hills Financial Advisory LLC. She has been associated with various entities under the Mission Hills Financial umbrella since 2010. In addition to her advisory role, she spends part of her time as an enrolled agent and real estate broker. Mission Hills Financial Advisory provides discretionary asset management and financial planning primarily for individual and high-net-worth clients. The firm offers tailored portfolios using fundamental and technical analysis, access to third-party managers, and conducts ongoing reviews to align with client goals.

Wealth management Tax-loss harvesting Private / alternative investments Concentrated stock management Retirement income strategy Executive Founder/Business Owner Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

Mark H

CFP®, Series 63

San Diego, CA

Mission Hills Financial Advisory LLC

Mark Hull is a CFP® professional with 42 years of industry experience. He is currently president and CEO of Mission Hills Financial Advisory LLC, where he has worked since 2024. His prior experience includes roles at United Planners Financial Services of America, LPL Financial, and National Planning Corporation. Outside of his advisory work, Hull has involvement as an independent insurance agent. Mission Hills Financial Advisory provides discretionary asset management and financial planning primarily for individual and high-net-worth clients. The firm customizes portfolios based on client goals and risk tolerance, utilizing fundamental and technical analysis and a diverse range of investment vehicles, including mutual funds, ETFs, alternatives, and options.

Wealth management Tax-loss harvesting Private / alternative investments Concentrated stock management Retirement income strategy Executive Founder/Business Owner Approaching retirement Baby Boomers (Born 1946-1964)
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