Equityftw fees and pricing
Financial planner in Morgan Hill, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 30, 2026, Equityftw charges $625 an hour and a flat or project fee of $10,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $625/hr
“Our hourly rate is $625.”
- Flat or project fee
- $10,000-$20,000
“Fixed fee rates range between $10,000 to $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Equityftw bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid monthly in advance, ranging from $1,000 to $3,000.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Fees are negotiable and the final agreed-upon fee will be outlined in your Advisory Contract.”
How Equityftw’s fees compare
- Its hourly rate of $625 is above the California median of $300. 96% of the 932 other California planners that publish an hourly rate charge less.
- Its flat or project fee of $10,000-$20,000 is above the California median of $5,000. 89% of the 796 other California planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Equityftw
- Principal: Charles Stermetz
- Firm size: 4 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Equity compensation
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 4
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331508
- Phone
- (408) 550-6132
Can advise clients in 2 states: California, Utah
Other planners in California that publish fees
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.