# Sheila McGinn

> Sheila McGinn is a fee-only financial advisor at Brightview Financial Solutions, LLC in Redwood City, California, who holds the CFP credential. Sheila charges a percentage of assets and hourly fees ($300 an hour and 1% a year on the first tier of assets managed) and focuses on equity compensation, retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/sheila-mcginn/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Brightview Financial Solutions, LLC
- **Based in:** Redwood City, California
- **Fee model:** Percentage of assets; Hourly
- **Fees (firm's website):** $300 an hour; 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $42.3M across 73 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Retirement planning, Tax planning, Estate & legacy planning, Founders (pre-exit)
- **Works with:** Tech employees, Executives, Founders, Retirees, Pre-retirees
- **CRD:** 6728493 (https://adviserinfo.sec.gov/individual/summary/6728493)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://brightview.financial

## Frequently asked questions

### Is Sheila McGinn a fee-only financial advisor?

Yes. Sheila McGinn is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sheila's firm.

### How does Sheila charge for financial advice?

Sheila charges a percentage of assets and hourly fees.

### How much does Sheila charge?

According to Brightview Financial Solutions, LLC's website, checked October 28, 2026: $300 an hour; 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.

### Does Sheila work with clients virtually?

Yes. Brightview Financial Solutions, LLC says on its website that it works with clients remotely.

### Where is Sheila McGinn based?

Sheila McGinn is based in Redwood City, California.

### What does Sheila specialize in?

Sheila's specialties include equity compensation, retirement planning, tax planning, estate & legacy planning and founders (pre-exit). Sheila works with tech employees, executives, founders, retirees and pre-retirees.

### What credentials does Sheila McGinn hold?

Sheila McGinn holds the CFP credential.

### Is Sheila McGinn registered with the SEC?

Yes. Sheila McGinn is registered as an investment adviser representative in CA (CRD 6728493), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Brightview Financial Solutions, LLC manage?

Brightview Financial Solutions, LLC reports $42.3M across 73 accounts in assets under management.

### How do I contact Sheila McGinn?

Through Sheila's website, brightview.financial.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/sheila-mcginn-10620): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://brightview.financial/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.