Charles Stermetz
Equity For The Win (EquityFTW) · San Jose, California
Charles Stermetz is a fee-only financial advisor at Equity For The Win (EquityFTW) in San Jose, California, who holds the CEP and CFP credentials. Charles focuses on equity compensation, tax planning and estate & legacy planning. Equity For The Win (EquityFTW) reports charging hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Tech employees
Facts
| Firm | Equity For The Win (EquityFTW) |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Fees (firm's website) | Ongoing planning from $12,000 a year · One-time plans from $10,000 |
| Accepting new clients | Yes |
| Credentials | CEP · CFP |
| SEC registration | Investment adviser representative in CA, TX, UT · CRD 6630240 |
| Exams passed | Series 65 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | equityftw.com |
| Profile |
How Charles's firm compares
- Ongoing planning starts at $12,000 a year, above the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $10,000, above the California median of $2,500 for fee-only firms that publish prices.
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Questions about Charles
Is Charles Stermetz a fee-only financial advisor?
Yes. Charles Stermetz is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Charles's firm.
How does Charles charge for financial advice?
Charles's firm, Equity For The Win (EquityFTW), reports charging hourly fees and fixed fees on its SEC Form ADV.
How much does Charles charge?
According to Equity For The Win (EquityFTW)'s website, checked October 28, 2026: ongoing planning from $12,000 a year; one-time plans from $10,000.
Where is Charles Stermetz based?
Charles Stermetz is based in San Jose, California.
What does Charles specialize in?
Charles's specialties include equity compensation, tax planning, estate & legacy planning, retirement planning and real estate investors. Charles works with tech employees.
What credentials does Charles Stermetz hold?
Charles Stermetz holds the CEP and CFP credentials.
Is Charles Stermetz registered with the SEC?
Yes. Charles Stermetz is registered as an investment adviser representative in CA, TX and UT (CRD 6630240), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Charles Stermetz?
Through Charles's website, equityftw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Equity For The Win (EquityFTW) website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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