Firm
Brightview Financial Solutions, LLC
Redwood City, California
Fee-only
Brightview Financial Solutions, LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 21 individual clients, 18 of them high net worth.
- Its average account is about $580,000 (assets it manages divided by its 73 accounts).
- Its hourly rate of $300 is in line with the California median of $300.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Redwood City, California |
|---|---|
| Website | brightview.financial |
Brightview Financial Solutions, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $300 an hour |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"Hourly Rate: $300/hour with a 2-hour minimum engagement" source
"$500,001 – $1,000,000 1.00%" source
"At least $1,000,000 in investable assets" source
"Our fee is based on the market value of assets under management, charged quarterly." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $42 million |
| Individual clients | 3 |
| High-net-worth clients | 18 |
| Accounts managed | 73 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 13, 2026 |
| SEC record | CRD 300080 |