Mission Hills Financial Advisory LLC

Overview

Mission Hills Financial Advisory LLC is an independent, owner-operated registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm describes itself as a capital allocator serving individual and family clients. Its advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of external advisers when needed. The firm charges a mix of percentage-of-AUM fees and non-recurring fees (hourly and fixed-fee engagements), reflecting both ongoing asset management relationships and project-based planning work. Mission Hills is not positioned as an ESG-focused adviser, does not act as a pension consultant, and does not report a multi-state advisory footprint. It also maintains an industry affiliation as a real estate broker.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices