mcpbeat Sign in

Wellspent: fee-only financial advisors MCP Server

by wellspent Your server? Claim it
answering

Wellspent: fee-only financial advisors is answering right now. Last checked 8 min ago. It exposes 4 tools.

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

Uptime history 5 days of history
5 days agonow
100.0%
Uptime 24h
92 of 92 checks
4
Tools
read from the server
226 ms
Response time
average over 24h
open, no key
Access
streamable-http

What changed 4

Every tool that appeared, vanished or quietly changed what it asks for. Recorded since 28 October 2026. No other catalogue keeps this.

30 Oct a tool description was rewritten search_fee_only_advisors
28 Oct 2 tool descriptions were rewritten get_advisor_profile, search_fee_only_advisors
28 Oct a tool appeared show_advisor_cards

Nothing serious here today

Today is the operative word: we check Wellspent: fee-only financial advisors every 15 minutes and re-read its code on every release. Watch it and you find out the day that stops being true.

Three servers free · no card

Connect this server

Endpoint below is the one we actually reach during checks — not the one copied from a README. Last verified 8 min ago.

run in your terminal
claude mcp add advisors --transport http https://api.wellspent.co/mcp
Settings → Connectors → Add custom connector, then paste this address
https://api.wellspent.co/mcp
~/.codex/config.toml
[mcp_servers.advisors]
url = "https://api.wellspent.co/mcp"
.cursor/mcp.json
{
  "mcpServers": {
    "advisors": {
      "url": "https://api.wellspent.co/mcp"
    }
  }
}
.vscode/mcp.json
{
  "servers": {
    "advisors": {
      "type": "http",
      "url": "https://api.wellspent.co/mcp"
    }
  }
}

Available tools 4

Read directly from the server with tools/list, grouped by what they act on. If a tool disappears, we record the date.

advisor
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".
fee
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".
show
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.
specialties
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).

Endpoints

URLTransportStateLatencyChecked
https://api.wellspent.co/mcp streamable-http answering 428 ms 8 min ago

Alternatives to Wellspent: fee-only financial advisors

same job, measured the same way
DAP Bellwether
by dap

Free regulatory change feed for financial regulators in Canada, the US, the UK and the EU.

4 tools answering
FundBiz Lender Index
by co-fundbiz

UK specialty business finance lender terms and rates from the FundBiz Lender Index. Read-only.

1 tools answering
TASignal
by youraitools

Read-only crypto indicators, risk sizing and rule backtests. Not financial advice.

229 installs/wk 1 tools answering
Codon Valuation
by codonvaluation-mcp

Indicative US 409A and UK EMI share value estimates from cap table and financial inputs. Read-only.

3 tools answering
Laso Finance
by laso

Spend USDC in the real world: prepaid cards, gift cards, push-to-card, and bank payouts.

62 tools answering
Used Fork Truck
by usedforktruck

Read-only price book, seller screen, and financing illustration.

7 tools answering
Diario Oficial de la Federación (unofficial)
by amatiasdev

Publications and financial indicators from Mexico's Diario Oficial de la Federación (DOF)

132 installs/wk local only
Invoice Data Extraction
by invoicedataextraction

Invoices and other financial documents to rows: upload, say what to extract, read the rows.

answering

Wellspent: fee-only financial advisors — questions

Answers built from our own checks of this server.

What can Wellspent: fee-only financial advisors do?
It exposes 4 tools, read directly from the server on our last check. Among them: get_advisor_profile, list_specialties_and_audiences, search_fee_only_advisors, show_advisor_cards. The full list with descriptions is on this page — we take it from the server itself via tools/list, not from a README. How MCP servers expose tools in the first place →
Is Wellspent: fee-only financial advisors working right now?
We send a real MCP handshake every 15 minutes. Over the last 24 hours 92 of 92 checks got a reply (100.0%), average response time 226 ms. The bar chart above shows every period we have measured.
How do I connect Wellspent: fee-only financial advisors?
Copy the ready config from this page. We generate it for Claude Code, Claude Desktop, Codex, Cursor and VS Code, each in the form that client actually reads. It is a remote server, so there is nothing to install — the client connects to the address.
Does Wellspent: fee-only financial advisors need an API key?
No. Wellspent: fee-only financial advisors completed a full MCP handshake with us as an anonymous client and listed its tools without asking for anything. All 4 of them are readable on this page. This is what we observed, not what the docs claim.
How fast is Wellspent: fee-only financial advisors?
It answers our handshake in 226 ms on average, which is faster than 62% of all working MCP servers we measure. The comparison comes from our own checks across the whole registry, every 15 minutes.