Brightview Financial Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
118 Grand Street
Redwood City CA 94062
Advisors at this office
1
Most active in
California
Also doing business as
Brightview Financial Solutions · Brightview Financial Solutions, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
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