The EquityFTW Team
CJ Stermetz CFP®, CEP Founder
I write articles, build online tools, and advise people for a flat fee.
I’ve lived in and have been an advisor in Silicon Valley for the last 6+ years. Over this time I’ve noticed that people want advice, but don’t want all the typical baggage that comes from working with an advisor (asset management fees cough cough.)
We’ve built EquityFTW to be Silicon Valley’s fee-only and advice-only firm. Our entire focus is to deliver the advice you deserve with the least amount of conflicts of interest as possible.
Toby Johnston CPA, CFP® Founding Investor
I retired from public accounting and advising clients in 2023.
During my career, I lived and worked in Silicon Valley for over 20 years. I advised people in the tech community on what to do with their equity compensation.
During that time, I came to realize that many of my clients were capable of following good advice, but didn’t know where to find it without handing over their assets for management.
When CJ pitched me on this new way to serve clients, I was excited to invest in its growth.
EquityFTW’s Mission
Provide transparent advice.
We are a Fee-Only Firm and an Advice-Only Firm. Meaning we don’t earn commissions and we don’t manage investments for clients. We focus on giving advice that’s best for you and our clients don’t have to worry about hidden incentives.
Our Advice-Only Services start at $800/month or $6,000 for a one-time engagement. If you don’t know what Advice-only is, please give our article on Why People Want Advice-Only Advisors a read.
