Wellspent

Find fee-only advisors

Wellspent helps people find a fee-only financial advisor: someone paid only by their clients, never by commissions on products they sell. Ask for an advisor where you live or for a specific situation (retirement, taxes, equity compensation, divorce, physicians, small business owners, cross-border US/Canada and more), and Wellspent searches its public graph of about 24,500 fee-only advisors in the US and Canada and shows the best fits as cards, each linking to the advisor's public profile on find.wellspent.co.

What you can ask

Find a fee-only financial advisor in Austin who knows equity compensation
Example path →

MCP connector

Server URL: https://api.wellspent.co/mcp
Login: None
Protocol: MCP 2025-11-25 · Interactive UI
Instructions: Wellspent is a public graph of fee-only financial advisors (paid only by clients, no commissions) in the US and Canada, at find.wellspent.co. It does not give financial advice or vouch for any advisor: suggest the person verify registration at adviserinfo.sec.gov before hiring. Search with , show results as cards with , get details with , and look up valid slugs with . Link to each profile_url and cite "Source: Wellspent, find.wellspent.co".
Each result says whether its profile is maintained by the advisor (a Wellspent member) or was built from public sources: fee-only directory listings, SEC records, and the firm's own website, where every fact is checked against a quote on the page. Ranking is by fit to the request; nobody pays for placement.

Tools

Reads data4

Skills

None in the store listings or on the server

MCP connector

Server URL

https://api.wellspent.co/mcp

None

Protocol

MCP 2025-11-25 · Interactive UI

Instructions

Wellspent is a public graph of fee-only financial advisors (paid only by clients, no commissions) in the US and Canada, at find.wellspent.co. It does not give financial advice or vouch for any advisor: suggest the person verify registration at adviserinfo.sec.gov before hiring. Search with , show results as cards with , get details with , and look up valid slugs with . Link to each profile_url and cite "Source: Wellspent, find.wellspent.co".

Each result says whether its profile is maintained by the advisor (a Wellspent member) or was built from public sources: fee-only directory listings, SEC records, and the firm's own website, where every fact is checked against a quote on the page. Ranking is by fit to the request; nobody pays for placement.