David Stevens
Stevens Capital Partners, Inc. · Omaha, Nebraska
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.
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Specialties
Who they serve
- Executives
- Retirees
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 | $810.3M across 2,575 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NE, TX · CRD 3242734 |
| Exams passed | Series 66 (2009) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | stevenscapitalpartners.com |
| Profile |
How David's firm compares
- Stevens Capital Partners, Inc.'s average account is about $315,000, from its Form ADV (assets managed divided by 2,575 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Stevens Capital Partners, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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