# Mission Hills Financial

Mission Hills Financial is a Bank / Wealth / Trust based in San Diego, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** 1633 W Lewis St, San Diego, CA 92103, United States
- **Founded:** 1989
- **Assets under management:** Undisclosed
- **Website:** missionhillsfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/mission-hills-financial-inc

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Tax Planning & Preparation
- Estate Planning
- Real Estate

## People

- Mark H. Hull — CFP®
- Minka F. Hull — CFP®, EA

## 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.

### 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.

## Related profiles

- [Mission Gate](https://altss.com/profile/mission-gate)
- [MissionOG](https://altss.com/profile/missionog)

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Updated: 2026-08-11T02:43:31.692Z

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