Wellspent: fee-only financial advisors

co.wellspent/advisorsVersion 1.0.1

Find fee-only financial advisors in the US and Canada by location, specialty, and client type.

Status

Responds323 msNov 14, 2026, 13:44 UTCAnswered our handshake without sign-in.

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Last checked: Nov 14, 2026, 13:44 UTC
Latency: 323 ms
Remotes responding: 1 of 1
Sign-in: No sign-in
Hosting: Hosted outside the EU (detected)
Registry data as of: Nov 14, 2026, 22:14 UTC

Data from the official MCP Registry, checked by run.zero. How we check

Connect

Streamable HTTP

https://api.wellspent.co/mcpResponds323 msNov 14, 2026, 13:44 UTC

No sign-in

Claude Code

claude mcp add --transport http advisors https://api.wellspent.co/mcp

Claude Desktop and claude.ai

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Settings > Connectors > Add custom connector
Name: advisors
Remote MCP server URL: https://api.wellspent.co/mcp

Cursor

{
  "mcpServers": {
    "advisors": {
      "url": "https://api.wellspent.co/mcp"
    }
  }
}

VS Code

code --add-mcp '{"name":"advisors","type":"http","url":"https://api.wellspent.co/mcp"}'

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Tools

6 tools

Tools of Wellspent: fee-only financial advisors
	Description		Read-only	Idempotent	Open world
`find_advisor_or_firm_by_name`Use this when the person names a specific advisor or firm and wants to know whether Wellspent lists them as fee-only, or wants their profile. Matches advisor names, firm names and places in the public graph, which holds only advisors Wellspent treats as fee-only. A match gives the slug for get_advisor_profile and a link. No match does not mean the advisor isn't fee-only: the graph doesn't cover everyone, and the name may be spelled differently. Cite "Source: Wellspent, find.wellspent.co".	Use this when the person names a specific advisor or firm and wants to know whether Wellspent lists them as fee-only, or wants their profile. Matches advisor names, firm names and places in the public graph, which holds only advisors Wellspent treats as fee-only. A match gives the slug for get_advisor_profile and a link. No match does not mean the advisor isn't fee-only: the graph doesn't cover everyone, and the name may be spelled differently. Cite "Source: Wellspent, find.wellspent.co".	No	Yes	Yes	No
`get_advisor_profile`Use this when the person wants more detail about one advisor from a search. Returns the public profile of a fee-only advisor listed on Wellspent, by the slug returned from search_fee_only_advisors (the last path segment of their profile_url). Advisor-maintained (member) profiles include the advisor's own description of their specialties, ideal client, fees, and background; directory-built records include listing facts and any public enrichment (bio, services, fee models, AUM). Contact details are not included. Send the person to profile_url to get in touch. Cite "Source: Wellspent, find.wellspent.co".	Use this when the person wants more detail about one advisor from a search. Returns the public profile of a fee-only advisor listed on Wellspent, by the slug returned from search_fee_only_advisors (the last path segment of their profile_url). Advisor-maintained (member) profiles include the advisor's own description of their specialties, ideal client, fees, and background; directory-built records include listing facts and any public enrichment (bio, services, fee models, AUM). Contact details are not included. Send the person to profile_url to get in touch. Cite "Source: Wellspent, find.wellspent.co".	No	Yes	Yes	No
`get_fee_benchmarks`Use this when the person asks what a fee-only financial advisor costs, or whether a price they were quoted is typical. Returns the median and the middle half (25th to 75th percentile) of what fee-only firms charge for ongoing planning per year, a one-time plan, an hourly rate, and a percentage of assets, with how many firms each figure is drawn from. Pass country, and region (a US state slug) for that state's figures next to the country's; states where too few firms publish prices return the country figures only, and there are no provincial figures for Canada. Figures are starting prices that firms publish on their own websites, one per firm, from the latest quarterly edition of the Wellspent fee report: describe them as published prices, not as what the person will pay. State the edition and cite "Source: Wellspent fee report, find.wellspent.co" with the report's url.	Use this when the person asks what a fee-only financial advisor costs, or whether a price they were quoted is typical. Returns the median and the middle half (25th to 75th percentile) of what fee-only firms charge for ongoing planning per year, a one-time plan, an hourly rate, and a percentage of assets, with how many firms each figure is drawn from. Pass country, and region (a US state slug) for that state's figures next to the country's; states where too few firms publish prices return the country figures only, and there are no provincial figures for Canada. Figures are starting prices that firms publish on their own websites, one per firm, from the latest quarterly edition of the Wellspent fee report: describe them as published prices, not as what the person will pay. State the edition and cite "Source: Wellspent fee report, find.wellspent.co" with the report's url.	No	Yes	Yes	No
`list_specialties_and_audiences`Use this when you need valid slugs for search_fee_only_advisors, or the person asks what they can search by. Lists planning specialties, client audiences, and regions (US states and Canadian provinces that have advisors).	Use this when you need valid slugs for search_fee_only_advisors, or the person asks what they can search by. Lists planning specialties, client audiences, and regions (US states and Canadian provinces that have advisors).	No	Yes	Yes	No
`search_fee_only_advisors`Use this when someone wants to find a fee-only financial advisor, financial planner, or fiduciary in the US or Canada, especially for a specific situation (e.g. equity compensation, retirement, cross-border US/Canada, physicians). Returns advisors paid only by their clients, never by commissions, ranked by fit to where the person wants an advisor and what they need. Pass country, and region (US state or Canadian province slug, e.g. "california", "ontario") when the person has said where they want an advisor, because candidates are drawn from that region. city is optional and only ranks advisors in that city higher. specialties and audiences must be slugs from list_specialties_and_audiences. Set virtual_ok=true if the person is open to meeting remotely, which adds advisors elsewhere in the country who work virtually. fee_models, credentials and max_asset_minimum are filters, unlike specialties and audiences, which only rank: an advisor whose fee model or minimum isn't stated is left out when you filter on it, so use them only when the person asks for it. Each result includes why it matched, whether the profile is advisor-maintained (a Wellspent member who supplied their own specialties) or built from public records (fee-only directory listings, SEC adviser filings, the firm's website), and a profile_url to share. Specialties and client types come from the advisor's own profile for members, and for other listings from the firm's own website (each fact quote-checked against the site) and fee-only directory listings. To show results as cards, call show_advisor_cards with their slugs. Cite "Source: Wellspent, find.wellspent.co".	Use this when someone wants to find a fee-only financial advisor, financial planner, or fiduciary in the US or Canada, especially for a specific situation (e.g. equity compensation, retirement, cross-border US/Canada, physicians). Returns advisors paid only by their clients, never by commissions, ranked by fit to where the person wants an advisor and what they need. Pass country, and region (US state or Canadian province slug, e.g. "california", "ontario") when the person has said where they want an advisor, because candidates are drawn from that region. city is optional and only ranks advisors in that city higher. specialties and audiences must be slugs from list_specialties_and_audiences. Set virtual_ok=true if the person is open to meeting remotely, which adds advisors elsewhere in the country who work virtually. fee_models, credentials and max_asset_minimum are filters, unlike specialties and audiences, which only rank: an advisor whose fee model or minimum isn't stated is left out when you filter on it, so use them only when the person asks for it. Each result includes why it matched, whether the profile is advisor-maintained (a Wellspent member who supplied their own specialties) or built from public records (fee-only directory listings, SEC adviser filings, the firm's website), and a profile_url to share. Specialties and client types come from the advisor's own profile for members, and for other listings from the firm's own website (each fact quote-checked against the site) and fee-only directory listings. To show results as cards, call show_advisor_cards with their slugs. Cite "Source: Wellspent, find.wellspent.co".	No	Yes	Yes	No
`show_advisor_cards`Use this after search_fee_only_advisors to show up to 8 of its results as cards, in the order given, each with a View profile link to find.wellspent.co. Pass the slugs from the search results. Shows only public Wellspent data. Do not use for advisors that did not come from a Wellspent search.	Use this after search_fee_only_advisors to show up to 8 of its results as cards, in the order given, each with a View profile link to find.wellspent.co. Pass the slugs from the search results. Shows only public Wellspent data. Do not use for advisors that did not come from a Wellspent search.	No	Yes	Yes	No

Details

Registry status: Active
Published: Nov 5, 2026
Updated: Nov 5, 2026
Website: https://find.wellspent.co/⁠ (opens in a new tab)
Repository: https://github.com/wellspentai/wellspent-mcp⁠ (opens in a new tab)
Categories (suggested): Finance and paymentsSuggested categories are assigned automatically from the registry text and may be wrong. Verified operators can correct them.
GDPR: Not declared

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