Brightview Financial Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$42,340,928
Total clients
21
86% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$2,016,235
About
Brightview Financial Solutions is a state-registered independent advisory firm operating as a solo practice that provides comprehensive financial planning and discretionary investment management to individuals, including high-net-worth clients. The firm manages approximately $42.3 million across 21 client relationships and also offers standalone, project-based, and hourly financial planning engagements.
The firm’s investment approach is grounded in Modern Portfolio Theory and primarily employs passive management using index mutual funds and exchange-traded funds to achieve diversified, low-turnover, tax-efficient portfolios. For implementation, Brightview often recommends or delegates discretionary trading to an independent third-party manager, First Ascent Asset Management (dba Geowealth Management), and conducts ongoing monitoring of allocations and suitability.
Distinctive features for a solo independent adviser include a stated $1,000,000 minimum for its investment management service (subject to waiver) and a relatively small, concentrated client base, resulting in higher average assets per client than many peers. The firm requires clients to custody assets at Charles Schwab and participates in Schwab’s institutional program for custody and operational support, while also providing specialized planning areas such as business planning and employee benefits optimization.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Debt management
Business ownership considerations
Retirement withdrawal strategies
General estate planning guidance
Occupation focus
Founder/Business Owner
Executive
Fee options
Project based financial planning fees from $2,500 to $6,000 per project
Under $300,000 - $300,000: 1.25% $300,000 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.60% Amount over $10,000,000+: 0.50%
Hourly financial planning at $300 per hour with 2-hour minimum engagement; follow-up questions after 30 days billed at $300/hour
Account minimum: $750,000 (for investment management services; can be waived or amended at Advisor's discretion) Minimum fee: Annual financial planning fee up to $1,500 billed quarterly in advance, or a minimum fee of $6,500 if minimum account size waived Fee-only: Financial planning fees charged on a fixed fee basis per project or hourly rate; project fees range from $2,500 to $6,000; hourly rate is $300 with 2-hour minimum
Main office location
Brightview Financial Solutions
118 Grand Street
Redwood City CA 94062, United States
Number of offices
1
Most active in
Brightview Financial Solutions has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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