The EquityFTW Team

Founder of EquityFTW - CJ Stermetz CFP

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.

Outside of business-y things. I have a wife and two sons. I enjoy running, cooking, playing volleyball, playing board games (currently on a Wingspan kick), metal detecting, and hanging out with my family.

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.

Silicon Valley's Advice-Only Advisor and Advice-Only Firm