Financial Advisors · profile RIA · registry-verified

Mission Hills Financial Advisory LLC

Registered investment adviser · San Diego, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
1633 W Lewis St, San Diego, CA 92103, USA · View on Google Maps Google Places
Phone
(619) 294-9420 Google Places
Website
www.missionhillsfinancial.com Google Places
Category
Financial Advisors
Directory ratings
  • Google4.3 (6)
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

Canonical Google Places Independent editorial Self-published Self-published social Press release / wire Aggregated
Fact Value Sources Citations
Fiduciary status Self-claimed 0 missionhillsfinancial.comSelf-published
How they're paid Self-claimed 0 missionhillsfinancial.comSelf-published

2 facts·1 source·0 contested·2 not confirmed

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

No themed claims are currently recorded.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Main location
san diego, cagetwarmer.comAggregatedzoominfo.comAggregatedfacebook.comSelf-published socialmissionhillsfinancial.comSelf-publishedmissionhillsfinancial.comSelf-publishedretirementplanning.netAggregatedindyfin.comAggregatedmapquest.comAggregatedmissionhillsfinancial.comSelf-publishedmissionhillsfinancial.comSelf-publishedyelp.comAggregatedfinancialadvisor.netAggregated
Established in
2023retirementplanning.netAggregatedbloomberg.comIndependent editorial
Years in practice
42 years · Over 30 years · over nine years of experience · over three decades of experiencegetwarmer.comAggregatedmissionhillsfinancial.comSelf-publishedmissionhillsfinancial.comSelf-published
Registration
Registered Investment Advisor · SEC · MISSION HILLS FINANCIAL ADVISORY LLC, License #328516, CAmissionhillsfinancial.comSelf-publishedmissionhillsfinancial.comSelf-publishedmissionhillsfinancial.comSelf-publishedretirementplanning.netAggregatedadviserinfo.sec.govIndependent editorial
Professional certifications
CFP® · CFP (CERTIFIED FINANCIAL PLANNER™), Certified Estate Planner · CERTIFIED FINANCIAL PLANNER™ (CFP), Enrolled Agent · CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Estate Plannergetwarmer.comAggregatedmissionhillsfinancial.comSelf-publishedmissionhillsfinancial.comSelf-published
Services
discretionary asset management, financial planning · Advisory services · Retirement Income · investment management, strategic wealth planninggetwarmer.comAggregatedzoominfo.comAggregatedlinkedin.comSelf-published socialmissionhillsfinancial.comSelf-publishedmissionhillsfinancial.comSelf-published
Who they work with
retirees · individual and high-net-worth clients · individuals, families, businesses · someone facing a particular issue, such as retirement, selling a business, or the loss of a spousemissionhillsfinancial.comSelf-publishedgetwarmer.comAggregatedmissionhillsfinancial.comSelf-publishedmissionhillsfinancial.comSelf-published
How they invest
dividend value investing, evidence-based, passive investment strategies · dividend and fixed-income strategiesmissionhillsfinancial.comSelf-publishedmissionhillsfinancial.comSelf-published
How they're paid
fee-onlymissionhillsfinancial.comSelf-published
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

Our methodology focuses on dividend value investing, which combines consistent income with growth potential, offering a compelling alternative to fixed-income products like CDs and Treasury securities. By building diversified portfolios across sectors and adhering to disciplined rebalancing strategies, we aim to deliver reliable, sustainable income while preserving and growing investment capital over the long term. With strategic asset allocation at its core, our approach prioritizes tailored investment solutions aligned with each client’s financial goals, risk tolerance, and time horizon. Our evidence-based, passive investment strategies challenge the inefficiencies of traditional active management, providing clients with a transparent, research-driven plan to support their retirement goals.
missionhillsfinancial.com Self-published ·
Mark Hull is a CFP® professional with 42 years of industry experience.
getwarmer.com Aggregated ·
Mission Hills Financial is in the industry of: Finance, Investment Banking
zoominfo.com Aggregated ·
1633 West Lewis Street, San Diego, CA, United States, California
facebook.com Self-published social ·
If you are in need of tax preparation or financial planning, this is the place for you.
yelp.com Aggregated ·
MISSION HILLS FINANCIAL ADVISORY LLC is a San Diego, California based Financial Planning firm
retirementplanning.net Aggregated ·
Whether you are in need of retirement, estate, or investment planning, or are in need of tax services, we are here for you.
mapquest.com Aggregated ·
Mission Hills Financial Advisory LLC operates as a wealth management firm.
bloomberg.com Independent editorial ·
06
Every source, every date

Where every fact comes from

We read 86 mentions across the web and boiled them down to 51 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 51 confirmed facts · 86 mentions read
Fact Value Source Source date How we checked
Category Accountant nextdoor.comAggregated Verified
Category Finance, Investment Banking zoominfo.comAggregated Verified
Category Financial Advising yelp.comAggregated Verified
Category Financial advisor nextdoor.comAggregated Verified
Category financial advisory firm · 2 sources indyfin.comAggregatedfinancialadvisor.netAggregated Verified
Category Financial Planning firm retirementplanning.netAggregated Verified
Category Financial service · 5 sources getwarmer.comAggregatedmissionhillsfinancial.comSelf-publishedretirementplanning.netAggregatedmissionhillsfinancial.comSelf-publishedfinancialadvisor.netAggregated From page metadata
Category Financial Service missionhillsfinancial.comSelf-published Verified
Category financial services company linkedin.comSelf-published social Verified
Category Tax preparer nextdoor.comAggregated Verified
Category wealth management firm bloomberg.comIndependent editorial Verified
Established in 2023 · 2 sources retirementplanning.netAggregatedbloomberg.comIndependent editorial Verified
Fiduciary status fiduciary missionhillsfinancial.comSelf-published Verified
How they invest dividend and fixed-income strategies missionhillsfinancial.comSelf-published Verified
How they invest dividend value investing, evidence-based, passive investment strategies missionhillsfinancial.comSelf-published Verified
How they're paid fee-only missionhillsfinancial.comSelf-published Verified
Main location ca · 10 sources · 11 mentions getwarmer.comAggregatedlinkedin.comSelf-published socialmissionhillsfinancial.comSelf-publishedmissionhillsfinancial.comSelf-publishedretirementplanning.netAggregatednextdoor.comAggregatedindyfin.comAggregatedmapquest.comAggregatedmissionhillsfinancial.comSelf-publishedfinancialadvisor.netAggregated From page metadata
Main location san diego, ca · 12 sources getwarmer.comAggregatedzoominfo.comAggregatedfacebook.comSelf-published socialmissionhillsfinancial.comSelf-publishedmissionhillsfinancial.comSelf-publishedretirementplanning.netAggregatedindyfin.comAggregatedmapquest.comAggregatedmissionhillsfinancial.comSelf-publishedmissionhillsfinancial.comSelf-publishedyelp.comAggregatedfinancialadvisor.netAggregated Verified
Main location us · 6 sources getwarmer.comAggregatedlinkedin.comSelf-published socialmissionhillsfinancial.comSelf-publishednextdoor.comAggregatedmapquest.comAggregatedmissionhillsfinancial.comSelf-published From page metadata
Professional certifications CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Estate Planner missionhillsfinancial.comSelf-published Verified
Professional certifications CERTIFIED FINANCIAL PLANNER™ (CFP), Enrolled Agent missionhillsfinancial.comSelf-published Verified
Professional certifications CFP (CERTIFIED FINANCIAL PLANNER™), Certified Estate Planner missionhillsfinancial.comSelf-published Verified
Professional certifications CFP, Certified Estate Planner missionhillsfinancial.comSelf-published Verified
Professional certifications CFP® getwarmer.comAggregated Corrected
Registration MISSION HILLS FINANCIAL ADVISORY LLC, License #328516, CA adviserinfo.sec.govIndependent editorial Registry-verified
Registration Registered Investment Advisor · 3 sources missionhillsfinancial.comSelf-publishedmissionhillsfinancial.comSelf-publishedmissionhillsfinancial.comSelf-published Verified
Registration SEC retirementplanning.netAggregated Verified
Services Advisory services zoominfo.comAggregated Verified
Services comprehensive financial planning, Retirement Planning, Estate Planning, Investment Planning, Tax Planning missionhillsfinancial.comSelf-published Verified
Services discretionary asset management, financial planning getwarmer.comAggregated Verified
Services Financial planning services, Portfolio management for individuals and/or small businesses, Education seminars/workshops financialadvisor.netAggregated Verified
Services investment management, strategic wealth planning · 2 sources missionhillsfinancial.comSelf-publishedmissionhillsfinancial.comSelf-published Verified
Services investment portfolio management, financial and retirement planning, advanced tax strategies, tax preparation, estate planning, and trust preparation services bloomberg.comIndependent editorial Verified
Services portfolio management, financial planning, tax planning and preparation, estate planning, investment services, retirement solutions missionhillsfinancial.comSelf-published Verified
Services Retirement Income linkedin.comSelf-published social Verified
Services retirement planning, estate planning, investment planning, tax services mapquest.comAggregated Verified
Services tax planning, financial guidance, and real estate services missionhillsfinancial.comSelf-published Verified
Services tax preparation, financial planning yelp.comAggregated Verified
Services wealth management services missionhillsfinancial.comSelf-published Verified
Services wealth planning, strategic investment management missionhillsfinancial.comSelf-published Verified
Who they work with individual and high-net-worth clients getwarmer.comAggregated Verified
Who they work with individuals, families, businesses missionhillsfinancial.comSelf-published Verified
Who they work with retirees missionhillsfinancial.comSelf-published Verified
Who they work with someone facing a particular issue, such as retirement, selling a business, or the loss of a spouse missionhillsfinancial.comSelf-published Verified
Years in practice 42 years getwarmer.comAggregated Verified
Years in practice more than 25 years of experience missionhillsfinancial.comSelf-published Verified
Years in practice Over 30 years missionhillsfinancial.comSelf-published Verified
Years in practice over 40 years missionhillsfinancial.comSelf-published Verified
Years in practice over nine years of experience missionhillsfinancial.comSelf-published Verified
Years in practice over three decades of experience missionhillsfinancial.comSelf-published Verified
Years in practice over two decades missionhillsfinancial.comSelf-published Verified

How we checked — what each label means·Verified matched its source·Corrected tidied up wording·From page metadata read from the site's code·Registry-verified checked against an official registry

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

Verified

1 · checked against a registry

Self-asserted

5 · from the firm's own materials · unverified

For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Fiduciary statusSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
  • — How they're paidSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelNothing public to confirm this Nothing public to confirm this
09

How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
2
Data refreshed
Compiled
Mentions → facts
86 → 51
Self-published Independent editorial

Sources consulted

Profile · mission-hills-financial-advisory-llc-23c22d7ed5bd474ab68a48e94f11f533 Category · Financial Advisors Published by Authoria