# David Stevens

> David Stevens is a fee-only financial advisor at Stevens Capital Partners, Inc. in Omaha, Nebraska, who holds the CFP credential. David focuses on estate & legacy planning, retirement planning and tax planning. Stevens Capital Partners, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-stevens/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Stevens Capital Partners, Inc.
- **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
- **Specialties:** Estate & legacy planning, Retirement planning, Tax planning
- **Works with:** Executives, Retirees
- **CRD:** 3242734 (https://adviserinfo.sec.gov/individual/summary/3242734)
- **SEC registration:** Investment adviser representative in NE, TX
- **Exams passed:** Series 66 (2009)
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** http://stevenscapitalpartners.com

## Frequently asked questions

### Is David Stevens a fee-only financial advisor?

Yes. David Stevens is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.

### How does David charge for financial advice?

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

### Where is David Stevens based?

David Stevens is based in Omaha, Nebraska.

### What does David specialize in?

David's specialties include estate & legacy planning, retirement planning and tax planning. David works with executives and retirees.

### What credentials does David Stevens hold?

David Stevens holds the CFP credential.

### Is David Stevens registered with the SEC?

Yes. David Stevens is registered as an investment adviser representative in NE and TX (CRD 3242734), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Stevens Capital Partners, Inc. manage?

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

### How do I contact David Stevens?

Through David's website, stevenscapitalpartners.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/david--stevens-10141): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://stevenscapitalpartners.com/): specialties, clients served, and fees, checked October 28, 2026

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