Sheila McGinn
Brightview Financial Solutions, LLC · Redwood City, California
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.
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Specialties
Who they serve
- Tech employees
- Executives
- Founders
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $42.3M across 73 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6728493 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | brightview.financial |
| Profile |
How Sheila's firm compares
- The hourly rate is $300, in line with the California median of $300 for fee-only firms that publish prices.
- Brightview Financial Solutions, LLC's average account is about $580,000, from its Form ADV (assets managed divided by 73 accounts).
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Questions about Sheila
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Brightview Financial Solutions, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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