Michele Prell
Stevens Capital Partners · Omaha, Nebraska
Michele Prell 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 5758020 |
| Exams passed | Series 63 (2015) · Series 65 (2014) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.mypurposefulwealth.com |
How Michele'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 Michele
Is Michele Prell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michele 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 Michele charge for financial advice?
Michele's firm, Stevens Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michele Prell based?
Michele Prell is based in Omaha, Nebraska.
What credentials does Michele Prell hold?
Michele Prell holds the CFP credential.
Is Michele Prell registered with the SEC?
Yes. Michele Prell is registered as an investment adviser representative in NE (CRD 5758020), 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 Michele Prell?
Through Michele'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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