Brightview Financial Solutions fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“After 30 calendar days, time spent on follow-up will be billed at our hourly rate of $300.”

Flat or project fee

$2,500⁠-⁠$6,000

“Based Financial Planning will be available at the rate of $2,500 - $6,000 per project.”

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

How Brightview Financial Solutions bills

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

• “On a quarterly basis, Client will receive an invoice or statement itemizing the fee, including the formula used to calculate the fee, the value of the assets under management on which the fee is based, and the time period covered by the fee.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time assets are managed during the billing period.”
• “Advisor reserves the right to charge a prorated fee for deposits of $100,000 or more with at least 15 days remaining in the quarter.”

How Brightview Financial Solutions’ 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.
• 1 of the 6 other planners in Redwood City that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$6,000 spans the California median of $5,000. 46% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 6 other planners in Redwood City that publish a flat or project fee charge less.

About Brightview Financial Solutions

• Principal: Sheila McGinn
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Minimum

$1,000,000 in assets (stated in brochure)

Clients

21

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$42,340,928

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

300080

Website

brightview.financial (opens in new tab)

Phone

(650) 517-5719

Other planners in Redwood City that publish fees

• Carico Private Wealth ManagementRedwood City$300/hr, $1,000⁠-⁠$2,500
• FocusyouRedwood City$300⁠-⁠$500/hr
• Griffin Black, LLCRedwood City$350/hr, $2,500
• Nancy K Weeks Associates, LLCRedwood City$450⁠-⁠$600/hr, $10,000⁠-⁠$30,000
• Redwood Park AdvisorsRedwood City$250/hr, $2,000⁠-⁠$5,000
• Steinmetz Financial PlanningRedwood City$350⁠-⁠$500/hr, $3,500⁠-⁠$15,000

Compare all 10 planners in Redwood City