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Wellspent: fee-only financial advisors

MCP server · hosted · v1.0.0 · co.wellspent/advisors
Online · tested 1h agoNEW · 2h agoSeen in the registry 1h ago

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

Website ↗How to connect ↓

What it does

Wellspent: fee-only financial advisors is an MCP server, a connector that lets an AI assistant use it as a tool. It is hosted: an assistant connects to it over the internet, nothing to install.

No capability identified yet from its description.

Facts come from the Official MCP Registry, as declared by the publisher. Capabilities are matched automatically (low confidence). None of this is a test of the tool.

At a glance

Hosted (remote)YES
Local installNO
Version1.0.0
PriceNot in the registry
First seen27 Oct 2026
Last checked1h ago

How to connect

As declared in the Official MCP Registry · hosted endpoint tested by Electra Index 1h ago (live check)

Hosted endpoint

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

In Claude Code: claude mcp add --transport http wellspent-fee-only-financial-advisors https://api.wellspent.co/mcp

MCP settings (Claude Desktop, Cursor and other MCP clients)

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

Live check

Electra Index connected to the hosted endpoint 1h ago

ONLINE Wellspent: fee-only financial advisors answered an MCP connection on 27 Oct 2026 and introduced itself as wellspent 1.0.0 (MCP protocol 2025-06-18).

3 tools offered to AI assistants

  • 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 a
  • 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
  • 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).

What "online" means: the server answered an MCP connection at the time of the check. It is not a guarantee of security, quality or continuous uptime. How we test: we open an MCP session and ask for the tool list, as an AI assistant would. We never run a tool and never send a key. Checked every few days. Method

Is this your server? Monitoring Pro: a check every 30 minutes and an email within the hour when it stops answering. Launch offer: $39.99 once, for life.

Facts & evidence

Each fact shows where it was seen and when.
FactValueEvidenceSourceLast confirmed
Hosted endpointhttps://api.wellspent.co/mcpDECLAREDSRC-001 Official MCP Registry1h ago
Local install (package)noDECLAREDSRC-001 Official MCP Registry1h ago
Remote access (hosted)yesDECLAREDSRC-001 Official MCP Registry1h ago
Websitehttps://find.wellspent.coDECLAREDSRC-001 Official MCP Registry1h ago
Registry statusactiveDECLAREDSRC-001 Official MCP Registry1h ago
Version1.0.0DECLAREDSRC-001 Official MCP Registry1h ago
MCP serveryesDECLAREDSRC-001 Official MCP Registry1h ago

Change history

  • NEW27 Oct 2026
    first seen in the index

Is this page accurate?

Flag it and our robot re-checks the official source. Reports never change a score.

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For publishers · optional

Its hosted endpoint can be monitored. Monitoring Pro connects every 30 minutes like an AI assistant, emails you within the hour when it stops answering, keeps a 90-day availability history and adds your answer rate to your badge.

Monitor Wellspent: fee-only financial advisorsLaunch offer $39.99 once, for life instead of $9.99/month · All plans

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Questions about Wellspent: fee-only financial advisors

How do I connect Wellspent: fee-only financial advisors?

Use the hosted endpoint https://api.wellspent.co/mcp in your assistant's MCP settings. The exact settings are in "How to connect" above, as declared in the Official MCP Registry.

What tools does Wellspent: fee-only financial advisors offer?

When Electra Index connected on 27 Oct 2026, it listed 3 tools: search_fee_only_advisors, get_advisor_profile, list_specialties_and_audiences. The full list is in "Live check" above.

Is Wellspent: fee-only financial advisors online?

Yes. Its hosted endpoint answered an MCP connection from Electra Index 1h ago.