Mission Hills Financial Advisory LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Services are offered based on an hourly fee of $300 per hour.”

Flat or project fee

$2,500⁠-⁠$5,000

“Services are offered based on a flat fee between $2,500 and $5,000 Fees are waived for asset management clients.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Mission Hills Financial Advisory LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
• “If the Client cancels after five (5) business days, any unearned fees will be refunded to the Client prorated based on the number of days remaining in the billing period.”

How Mission Hills Financial Advisory LLC’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 36 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$5,000 is below the California median of $5,000. 42% of the 796 other California planners that publish a flat or project fee charge less.
• 26 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Mission Hills Financial Advisory LLC

• Firm size: 6 employees.
• Credentials named in the brochure: CFP® and EA.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

301

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$274,126,360

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

328516

Website

missionhillsfinancial.com (opens in new tab)

Phone

(619) 294-9420

Can advise clients in 4 states: Arizona, California, Nebraska, Texas

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• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
• AdviceonlySan Diego$50⁠-⁠$600/hr, Up to $10,000
• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

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