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Wellspent: fee-only financial advisors

co.wellspent/advisors · v1.0.0

New (7 days)

Measured by MCP Station

Last check	Reachable
Checked at	—
Check success 7 / 30 days	—
First-try success 30 days	—
Median response	—
Lookups 30 days	—
Authentication	No auth
MCP version	2025-06-18
Rank score	—
Declared risk	Read-only (all tools declare readOnlyHint)
Capabilities declared	tools
Tool definitions	3 tools · with description 100% · input schema is an object 100% · read/destructive hints 100%

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

streamable-http · https://api.wellspent.co/mcp

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

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

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, ra
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'
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).

Website · JSON · Text for agents · Registry updated 2026-10-27