EquityFTW
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About
Equity For The Win is a small, fee‑only advisory firm that serves individuals, high‑net‑worth clients, corporations, and other businesses with advice‑only financial planning delivered as either ongoing or project‑based engagements. The firm also offers public and organizational educational seminars and speaking events in addition to written financial plans and implementation guidance.
The firm’s planning process integrates cash‑flow, retirement, tax, estate, business planning, and a focused equity compensation analysis to help clients prioritize goals and implementation steps; it emphasizes written deliverables, a personalized annual service calendar, and semi‑annual plan reviews. Equity For The Win does not manage, trade, or custody client accounts—recommendations are implemented by clients through their chosen custodians—and its analysis draws on fundamental company review and portfolio construction principles such as modern portfolio theory.
Compared with many peers, the firm is notable for offering fee arrangements that are not percentage‑of‑assets‑under‑management based and for reporting no regulatory assets under advisement, while also running fee‑based educational seminars and structured client‑service calendars. The team includes CFP®‑credentialed planners and someone with specialized equity‑compensation certification, and the firm documents a semi‑annual review/termination policy for ongoing engagements if agreed‑upon plan progress is not made.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fees range from $10,000 to $20,000; Educational seminars fees range from $10,000 to $20,000 per seminar
Standard hourly rate $625; Utah clients hourly rate $200 for Project-Based Financial Planning
Ongoing Financial Planning charged as a recurring fixed monthly fee (subscription), from $1,000 to $3,000 monthly; Utah clients pay monthly fees based on asset tiers
Fee-only: Ongoing Financial Planning monthly fees range from $1,000 to $3,000, negotiable; Utah clients pay up to $3,000/month depending on liquid assets tier
Main office
Morgan Hill CA
Advisors at this office
2
Most active in
California · Texas · Utah
Also doing business as
Equity For The Win LLC · Equityftw
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Lindsay S
CFP®, Series 63, Series 66
Morgan Hill, CA
EquityFTW
Lindsay Stuart is a CFP® professional affiliated with EquityFTW, bringing 12 years of industry experience. Her prior roles include positions at Mercer Advisors, Moss Adams Wealth Advisors, and Charles Schwab. EquityFTW is a fee-only advisory firm serving individuals, high-net-worth clients, corporations, and other businesses with advice-only financial planning. The firm provides written deliverables, educational seminars, and structured client service calendars, focusing on integrated planning and equity compensation analysis without managing or custodying client accounts.
Charles S
CFP®, Series 65
Morgan Hill, CA
EquityFTW
Charles Stermetz is a CFP® with seven years of industry experience, currently serving as an advisor at EquityFTW. His prior work includes roles at Moss Adams, Blue Barn Wealth, Utah Valley University, and Northwestern Mutual. Equity For The Win is a fee-only advisory firm that provides advice-only financial planning to individuals, high-net-worth clients, corporations, and other businesses. The firm emphasizes a comprehensive planning process integrating various financial aspects and delivers written plans, educational seminars, and structured client reviews without managing client assets directly.
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