co.wellspent/advisors

up checked 2026-11-11T03:38:13.191Z

Unclaimed · Unverified

Publisher-provided title

Wellspent: fee-only financial advisors

Publisher-provided description

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

Summary by lookupd

Searches a directory of fee-only financial advisors in the US and Canada by location, specialty, and client type, and returns advisor…

Install

Claude Code, remote (streamable-http)

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

Codex, remote (streamable-http)

codex mcp add advisors --url https://api.wellspent.co/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

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

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Publisher-provided text

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.
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 re
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 th
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 r

Shows this live status and links here; updates hourly.

[![lookupd status](https://lookupd.com/badge/co.wellspent/advisors.svg)](https://lookupd.com/servers/co.wellspent/advisors)