Charles Stermetz is a CFP-designated registered investment advisor at Equityftw, based in Morgan Hill, CA, with 7 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
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Fee Structure
Equity For The Win offers ongoing financial planning for a recurring fixed monthly fee ranging from $800 to $1,600, depending on the client's needs, complexity, and resources required. For Utah clients, the fee is $800/month for up to $10M in liquid assets and $1,600/month for $10M or more in liquid assets. The service includes bi-annual reviews and an annual service calendar.
Equity For The Win offers project-based financial planning for a fixed fee between $6,000 and $10,000, or an hourly rate of $625. For Utah clients, the hourly rate is $200.
Contact
Charles Stermetz
Location
Morgan Hill, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Equityftw
Previous Registrations
Moss Adams Wealth Advisors LLC
State Registrations2 states
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Additional Information
I run one of the best websites on equity compensation and I advise people in the most transparent way possible.