Carter Masteller
Stevens Capital Partners · Omaha, Nebraska
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.
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Facts
| Firm | Stevens Capital Partners |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $810.3M across 2,575 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NE · CRD 7805015 |
| Exams passed | Series 65 (2023) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.mypurposefulwealth.com |
How Carter's firm compares
- Stevens Capital Partners's average account is about $315,000, from its Form ADV (assets managed divided by 2,575 accounts).
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Questions about Carter
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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