Wellspent: fee-only financial advisors

co.wellspentPublished by wellspent.coOfficial publisherv1.0.1Updated Nov 5, 2026

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

VerifiedStreamable HTTPWeb executableFinanceBusiness & Commerce

Overview

AI-generated overview

Lets an assistant search a public directory of fee-only financial advisors in the US and Canada, show result cards, and pull advisor profiles.

What you can do
  • Search advisors by country, region, city, specialty and client type
  • Show up to 8 search results as cards with links to Wellspent profiles
  • Read an advisor's public profile, including SEC facts and fees
  • List valid specialties, client types and regions for searching
When to use it
Useful when someone asks for a fee-only or fiduciary financial planner in the US or Canada, for example around equity compensation, retirement, cross-border planning or a specific profession, or wants to check an advisor's public record and fees.
Requirements
A remote Streamable HTTP endpoint; no account, API key or local install is needed. The client must support remote MCP servers over HTTP.
Before you install
Read-only and hosted, with no credentials requested. It does not give financial advice or vouch for advisors, and the server itself asks that registration be verified at the SEC before hiring; results mix advisor-maintained profiles with records built from public sources, so sourcing should be checked.

Installation

In SourceWeft

  1. Open Wellspent: fee-only financial advisors in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/co.wellspent%2Fadvisors/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "wellspent-fee-only-financial-advisors": {
      "type": "http",
      "url": "https://api.wellspent.co/mcp"
    }
  }
}

README

Wellspent MCP server

Find fee-only financial advisors in the US and Canada from any MCP client.

Wellspent is the public graph of 24,500+ fee-only financial advisors at 9,100+ firms, organized by specialty, location, and the clients they serve. Fee-only advisors are paid only by their clients, never by commissions. Each record lists where its facts come from and links to the advisor's SEC registration where one exists.

The server is hosted, read-only, and needs no account or API key. This repo holds the manifests that connect it to each client. There is nothing to install or run.

Endpoint: https://api.wellspent.co/mcp (Streamable HTTP)

Tools

ToolWhat it does
search_fee_only_advisorsSearch by country, region, city, specialty, and client type
get_advisor_profileGet an advisor's full public record, including SEC facts
show_advisor_cardsShow up to 8 search results as cards
list_specialties_and_audiencesList the valid specialties, client types, and regions

Connect

Claude Code

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

Or install it as a plugin, with the two skills in this repo:

/plugin marketplace add wellspentai/wellspent-mcp/plugin install wellspent@wellspent

Cursor and other MCP clients

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

Gemini CLI

gemini extensions install https://github.com/wellspentai/wellspent-mcp

Try asking

  • Find a fee-only advisor in Austin who works with equity compensation
  • Who in Vancouver handles US–Canada cross-border planning?
  • Which flat-fee planners in Colorado work virtually?
  • Pull up this advisor's SEC record and fees

Skills

More ways in

License

MIT, for the files in this repo.

Source: README.md at commit 18dcaaf

Tools

4

search_fee_only_advisors

Search fee-only financial 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. 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".

Parameterscitylimitregioncountryrequiredaudiencesvirtual_okspecialties

get_advisor_profile

Get a fee-only advisor's public 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".

Parametersslugrequired

show_advisor_cards

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.

Parametersslugsrequired

list_specialties_and_audiences

List Wellspent specialties, audiences, and regions

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).

Takes no parameters.

Version history

2
  1. v1.0.1LatestNov 5, 2026
  2. v1.0.0Oct 29, 2026

Score

100% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts