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Mission Hills Financial
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...
Mission Hills Financial
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. The real estate team operates as an adjacent arm, suggesting exposure to physical property transactions that feed back into clients' wealth plans. 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.
General information
Firm type
Bank / Wealth / Trust
Year founded
1989
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Diego
Corporate office
1633 W Lewis St, San Diego, CA 92103, United States
Principals
Mark H. Hull
CFP®
Minka F. Hull
CFP®, EA
Sector focus
Frequently asked questions
Who runs investment decisions at Mission Hills Financial?
Portfolio management sits with the firm's named financial professionals, led by Mark H. Hull and Minka F. Hull. The website positions them as fiduciaries constructing income-oriented portfolios directly for clients, rather than selecting external managers. No separate CIO role is disclosed.
How does the firm's integrated model actually work in practice?
Investment management, tax preparation, and estate planning are delivered by in-house teams under one fee. The tax unit includes a CPA and an enrolled agent who prepare returns and advise on planning, while the advisory side handles portfolio construction. This means a client's asset allocation and tax strategy are built in the same room, which the firm argues reduces the coordination breakdowns common when those functions sit at separate providers.
Is Mission Hills Financial a single-family office or a multi-family wealth manager?
Neither. The firm is a fiduciary wealth manager serving hundreds of individual and high-net-worth families across the United States. It does not identify as a family office, and its structure — a registered investment adviser with integrated tax and estate capabilities — functions more like a multi-service advisory practice than a segregated family-office entity.
What does the firm's real estate team actually do?
Hailey Sandberg and Minka F. Hull are listed under the real estate team, but the website does not detail whether they source direct property investments, manage client-owned real estate, or advise on real estate within broader financial plans. The group's existence suggests real property is a material component of the client offering.
Does Mission Hills Financial publish its assets under management or client count?
The firm does not disclose AUM or an exact client tally. Its public materials reference 'hundreds of individuals and families' and 'over 40 years of experience,' but no regulatory filing or audited figure is cited on the website.
How is the firm compensated?
Mission Hills Financial states it operates on a single fiduciary fee with no commissions. The firm describes this as a 'simple fee' covering wealth management, but the exact fee schedule is not published on its public site.
Are the philanthropic activities structured separately from the advisory business?
The website lists local charities the firm supports, but there is no indication of a separate foundation, donor-advised fund, or charitable trust vehicle. The support appears to be direct, and the firm notes it receives no compensation or benefit in return.
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