Stevens Capital Partners, Inc. at a glance
- One of 47 fee-only firms based in Nebraska in the Wellspent graph.
- 8 advisors are listed here; 5 of 8 hold the CFP.
- Its Form ADV reports 21 employees and 661 individual clients, 96 of them high net worth.
- Its average account is about $315,000 (assets it manages divided by its 2,575 accounts).
Fee-only advisors in Nebraska · What fee-only advisors charge in Nebraska
Facts
| Based in | Omaha, Nebraska |
|---|---|
| Website | stevenscapitalpartners.com |
Questions about Stevens Capital Partners, Inc.
How is Stevens Capital Partners, Inc. paid?
Stevens Capital Partners, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Stevens Capital Partners, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 8 advisors at Stevens Capital Partners, Inc., and 5 hold the CFP.
What is the average account at Stevens Capital Partners, Inc.?
Stevens Capital Partners, Inc.'s average account is about $315,000. That's the assets on its Form ADV divided by its 2,575 accounts.
What does Stevens Capital Partners, Inc. specialize in?
Stevens Capital Partners, Inc.'s advisors and website list estate & legacy planning, retirement planning and tax planning.
Stevens Capital Partners, Inc. fees
Stevens Capital Partners, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $810 million |
| Individual clients | 565 |
| High-net-worth clients | 96 |
| Accounts managed | 2,575 |
| Employees | 21 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-122960) |
| Financial planning | Offered |
| Form ADV filed | July 20, 2026 |
| SEC record | CRD 317517 |