# Carter Masteller

> Carter Masteller is a fee-only financial advisor at Stevens Capital Partners in Omaha, Nebraska, who holds the CFP credential. Stevens Capital Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/carter-masteller/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Stevens Capital Partners
- **Based in:** Omaha, Nebraska
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $810.3M across 2,575 accounts
- **Credentials:** CFP
- **CRD:** 7805015 (https://adviserinfo.sec.gov/individual/summary/7805015)
- **SEC registration:** Investment adviser representative in NE
- **Exams passed:** Series 65 (2023)
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** https://www.mypurposefulwealth.com/

## Frequently asked questions

### Is Carter Masteller a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carter holds no broker registration, and Stevens Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carter charge for financial advice?

Carter's firm, Stevens Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Carter Masteller based?

Carter Masteller is based in Omaha, Nebraska.

### What credentials does Carter Masteller hold?

Carter Masteller holds the CFP credential.

### Is Carter Masteller registered with the SEC?

Yes. Carter Masteller is registered as an investment adviser representative in NE (CRD 7805015), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stevens Capital Partners manage?

Stevens Capital Partners reports $810.3M across 2,575 accounts in assets under management.

### How do I contact Carter Masteller?

Through Carter's website, www.mypurposefulwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7805015): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.