# Mission Hills Financial Advisory LLC

> Mission Hills Financial Advisory LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 328516
- Filed as: MISSION HILLS FINANCIAL ADVISORY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328516
- AdvisorCensus page: https://advisorcensus.com/firm/mission-hills-financial-advisory-llc-san-diego-ca-328516

## Quick answers

**How is Mission Hills Financial Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Mission Hills Financial Advisory LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Mission Hills Financial Advisory LLC charge?**
Its Form ADV Part 2A brochure dated March 12, 2026 states: Hourly rate: $300 an hour (Financial Planning Services); Subscription: $2,000 to $5,000 a year (ongoing financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Mission Hills Financial Advisory LLC located?**
Mission Hills Financial Advisory LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is Mission Hills Financial Advisory LLC registered with the SEC or a state?**
Mission Hills Financial Advisory LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328516.

**How much does Mission Hills Financial Advisory LLC manage?**
Mission Hills Financial Advisory LLC reports $274,126,360 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**How have Mission Hills Financial Advisory LLC's assets and staff changed since 2024?**
In the Form ADV data for Mission Hills Financial Advisory LLC: Regulatory assets under management: $157,472,510 in the October 2024 data and $274,126,360 in the October 2026 data, up 74%. Total employees: 3 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mission Hills Financial Advisory LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (192); high net worth individuals (109).

**Which custodians does Mission Hills Financial Advisory LLC use?**
Mission Hills Financial Advisory LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Mission Hills Financial Advisory LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328516

**Does Mission Hills Financial Advisory LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "MHFA requires a minimum of $1,000,000 per household to open an account. In certain instances, the minimum account size may be lowered or waived."

**What changed in Mission Hills Financial Advisory LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $208,733,163 to $274,126,360 (+31%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> MHFA requires a minimum of $1,000,000 per household to open an account. In certain instances, the minimum account size may be lowered or waived.

- Hourly rate: $300 an hour (Financial Planning Services)

> Financial Planning Services are offered based on an hourly fee of $300 per hour.

- Subscription: $2,000 to $5,000 a year (ongoing financial planning and consulting services)

> MHFA will charge an annual fee ranging from $2,000 to $5,000 for ongoing financial planning and consulting services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $274,126,360
- Discretionary: $274,126,360
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 192 | $62,568,422 |
| High net worth individuals | 109 | $211,369,392 |
| Corporations or other businesses not listed above | Fewer than 5 | $188,546 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NE, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328516

### Websites listed on Form ADV (Item 1.I)
- missionhillsfinancial.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $157,472,510 | 3 | September 30, 2024 |
| October 2025 | $208,733,163 | 3 | July 7, 2025 |
| October 2026 | $274,126,360 | 6 | March 12, 2026 |

Regulatory assets under management: $157,472,510 in the October 2024 data and $274,126,360 in the October 2026 data, up 74%.
Total employees: 3 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $208,733,163 to $274,126,360 (+31%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mission Hills Financial Advisory LLC (CRD 328516): Form ADV filing data as of October 2026.