Official MCP RegistryListed
Wellspent: fee-only financial advisors
Find fee-only financial advisors in the US and Canada by location, specialty, and client type.
First seen 27 Oct 2026. Evidence as of 30 Oct 2026.
4
Tools
From an anonymous probe
1
Source listings
Each with its own history
8
Recorded changes
Since first seen
Tools
| Tool | Description | Behaviour |
|---|---|---|
| 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". | Read-only |
| 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). | Read-only |
| 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. 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". | Read-only |
| 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. | Read-only |
Change history
- search_fee_only_advisors: description changed (+"records (fee-only" +"SEC adviser filings, the firm's website)," -"fee-only")
- show_advisor_cards: tool added
- search_fee_only_advisors: input schema changed
- search_fee_only_advisors: description changed (+"Specialties and client types come from the advisor's own profile for members, and" +"other listings from the firm's own website (each fact quote-checked against the site)" +"fee-only directory listings. To show results as cards, call show_advisor_cards with their slugs.")
- get_advisor_profile: input schema changed
- get_advisor_profile: description changed (+"included. Send" -"included — send")
- server instructions changed (+"show results as cards with show_advisor_cards," +"sources:" +"listings, SEC records,")
- Listed (registry)
| Source | Listing | First seen | Last seen | Versions |
|---|---|---|---|---|
| Official MCP Registry | co.wellspent/advisors | 27 Oct 2026 | 30 Oct 2026 | 1 |