Fee-only adviser · Redwood City, CA
Brightview Financial Solutions
Brightview Financial Solutions is a fee-only investment adviser registered with the securities regulator of California, with its main office in Redwood City, California. On its latest Form ADV, filed January 13, 2026, it reports $42M in regulatory assets under management, 21 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 300080 |
| Office | 118 Grand Street Redwood City, CA 94062 |
| Phone | (650) 517-5719 |
| Website | brightview.financial |
| Regulatory assets under management | $42M |
| Individual clients | 3 non-high-net-worth, 18 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 13, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Redwood City
- Evart, Young & Hobbs Investment Management $270M
- Griffin Black, LLC $356M
- Redwood Park Advisors $170M
- Steinmetz Financial Planning $61M
- Wealthvalues, LLC $467M
See all 6 fee-only advisers in Redwood City →
Nearby
- Redwood Shores 3 firms
- Foster City 6 firms
- San Carlos 1 firm
- San Mateo 20 firms
- Menlo Park 18 firms
- Burlingame 7 firms
- Woodside 1 firm
- Palo Alto 18 firms
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