Mission Hills Financial Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$273,937,814
Clients
301
36% high-net worth
Advisors
3
of 6 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
100
HighAverage 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
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fixed fees range from $2,500 to $5,000, waived for asset management clients.
$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
$300 per hour for financial planning services, waived for asset management clients.
Ongoing financial planning and consulting charged annually from $2,000 to $5,000, paid quarterly, fees may be waived for asset management clients.
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
Arizona · California · Nebraska · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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