Jason Shaya
Mission Hills Financial · San Diego, California
Jason Shaya is a fee-only financial advisor at Mission Hills Financial in San Diego, California. Jason focuses on retirement planning, estate & legacy planning and tax planning. Mission Hills Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jason →
Specialties
Facts
| Firm | Mission Hills Financial |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $274.1M across 871 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 3149897 |
| Exams passed | Series 65 (2023) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.missionhillsfinancial.com |
How Jason's firm compares
- Mission Hills Financial's average account is about $315,000, from its Form ADV (assets managed divided by 871 accounts).
Request an introduction to Jason
Tell Jason a little about what you're looking for. Jason isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jason
Is Jason Shaya a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Mission Hills Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Mission Hills Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Shaya based?
Jason Shaya is based in San Diego, California.
What does Jason specialize in?
Jason's specialties include retirement planning, estate & legacy planning and tax planning.
Is Jason Shaya registered with the SEC?
Yes. Jason Shaya is registered as an investment adviser representative in CA and TX (CRD 3149897), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mission Hills Financial manage?
Mission Hills Financial reports $274.1M across 871 accounts in assets under management.
How do I contact Jason Shaya?
Through Jason's website, www.missionhillsfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Mission Hills Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.