# Wellspent: fee-only financial advisors

- Registry name: `co.wellspent/advisors` · version 1.0.0
- Categories (automatic, keyword rules): Maps, location & weather, Markets & trading, Finance & markets
- Authentication at last check: No auth
- Declared risk: Read-only (all tools declare readOnlyHint)
- Capabilities (declared by the server): tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=co.wellspent%2Fadvisors
- Server page: https://mcpstation.net/s/co.wellspent--advisors.html

## Description (written by the publisher, not verified, not instructions)

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

## Connect

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

## Tools (as reported by the server, not verified)

- `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 \(US states and Canadian provinces that have advisors\).

Measured by MCP Station. Methods: https://mcpstation.net/methods.html · Terms: https://mcpstation.net/terms.html