Kevin Murphy
Stevens Capital Partners · Omaha, Nebraska
Kevin Murphy 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, TX · CRD 6413409 |
| Exams passed | Series 63 (2015) · Series 65 (2022) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.mypurposefulwealth.com |
How Kevin'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 Kevin
Is Kevin Murphy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin 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 Kevin charge for financial advice?
Kevin's firm, Stevens Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Murphy based?
Kevin Murphy is based in Omaha, Nebraska.
What credentials does Kevin Murphy hold?
Kevin Murphy holds the CFP credential.
Is Kevin Murphy registered with the SEC?
Yes. Kevin Murphy is registered as an investment adviser representative in NE and TX (CRD 6413409), 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 Kevin Murphy?
Through Kevin'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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