Stevens Capital Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Financial Planning engagements are offered at an hourly rate of $500 per hour.”

Annual fee

$5,000/yr

“There is a minimum annual fee of $5000, which means SCP manages $300,000 for you or less then you will pay a flat fee.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Stevens Capital Partners bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our billing invoice will indicate the total account value used to calculate the advisory fee.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”

How Stevens Capital Partners’ fees compare

• Its hourly rate of $500 is above the Nebraska median of $250. 97% of the 32 other Nebraska planners that publish an hourly rate charge less.
• 15 of the 16 other planners in Omaha that publish an hourly rate charge less.
• Its annual fee of $5,000 matches the Nebraska median of $5,000. 50% of the 4 other Nebraska planners that publish an annual fee charge less.
• 2 of the 4 other planners in Omaha that publish an annual fee charge less.

About Stevens Capital Partners

• Principal: David Stevens
• Firm size: 21 employees.
• Founded: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.35% a year

Minimum

$5,000 minimum fee (stated in brochure)

Clients

661

Employees

21

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$810,293,180

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

317517

Website

mypurposefulwealth.com (opens in new tab)

Phone

(402) 251-5800

Can advise clients in 12 states: California, Florida, Georgia, Iowa, Illinois, Louisiana, Minnesota, North Carolina, Nebraska, New York, Pennsylvania, Texas

Other planners in Omaha that publish fees

• Arkfeld Wealth Strategies, L.L.C.Omaha$1,000/yr
• Cambridge Advisors IncOmaha$2,500
• Canvas Retirement Planning LLCOmaha$300/hr, $500⁠-⁠$15,000
• Convergence Advisory GroupOmaha$100⁠-⁠$200/mo
• Cornerstone Financial Group,llcOmaha$5,000⁠-⁠$25,000
• CWS Wealth PartnersOmaha$1,000⁠-⁠$5,000

Compare all 46 planners in Omaha