Mission Hills Financial

Overview

Mark H. Hull and Minka F. Hull co-founded the firm in 1989 and remain its lead financial professionals, anchoring a San Diego-based team that includes CFPs, a CPA, and an enrolled agent. The practice grew from a financial-planning orientation into a multi-service structure where investment management sits alongside compliance-heavy disciplines — reflecting a bet that clients with complex balance sheets are better served when tax and estate functions operate under the same roof. The firm runs income-oriented portfolios centered on dividend equities and fixed-income instruments, targeting reliable cash flow across market cycles. Its investment floor handles direct portfolio construction rather than acting as a gatekeeper to external managers, while the tax team prepares returns and executes planning strategies internally. Service delivery is priced under a single fee with no commissions. Mission Hills Financial serves a nationwide client base from its sole office on West Lewis Street in San Diego. The firm does not publicly disclose assets under management, headcount, or aggregate deployment figures. Its public footprint shows support for local charitable organizations, though no foundation or donor-advised vehicle is listed as operating alongside the advisory practice. Tax preparation and estate planning are rarely housed inside a registered investment adviser at this scale, because the conflicts and compliance burden can be prohibitive. Mission Hills Financial built that architecture deliberately, positioning the firm as a single point of accountability for families navigating retirement, succession, and multi-jurisdictional tax exposure.