A profile AI can read
Fee model, specialties, who you serve, and credentials as structured, sourced facts, not a bio paragraph.
fee_modelflat specialtiesequity-compensation servesNJ · NY · virtual
For fee-only financial advisors
Be the advisor AI recommends
Clients now ask ChatGPT and Claude who to hire. Wellspent gives you a verified profile those assistants can read, and shows you what they say.
Press partners
One profile, everywhere clients look
A single structured record of how you practice, published where AI assistants, search engines, and partner apps read it.
Your AI visibility report
Each month we ask an AI assistant the questions your ideal clients ask, and show who it recommends.
- Equity comp advisor in Jersey City
- Planner for tech employees in New Jersey
- Virtual fee-only tax planning
Introductions, never leads
Prospects write to you directly from your page. We never sell, share, or charge for an introduction.
Priya S. · Hoboken We both have RSUs vesting quarterly and want a plan…
Distribution beyond AI
Your record feeds specialty and city pages, partner apps through our API, and quarterly press cycles.
2,418Fee-only advisors in the public graph
16Specialties mapped, from equity comp to cross-border
59US states and Canadian provinces covered
$0Lead fees, ever. Membership is our only revenue
Search is leaving keywords behind
The people looking for a fee-only advisor are asking AI assistants, and those assistants answer with names.
How clients searched
“financial advisor near me”
- Ten blue links, skim the first three
- Ranked by ad spend and SEO
- Your website: a headshot and a contact form
How they search now
“a fee-only planner in Montana who handles crypto and pre-IPO equity”
- Three names, each with a reason
- Matched on structured facts about your practice
- Your Wellspent profile: what the assistant reads
Built only for fee-only advisors
Fee-only, by design
Every record starts from a fee-only directory listing or a manual review. Commission-based advisors aren't eligible.
No pay-for-placement
Lists and matches rank on fit to the question. There are no sponsored slots and no paid boosts.
The record is yours
Edit anything from your portal and it's live the moment you save. Nothing changes on your own website.
The clearest match wins
$89 a month or $890 a year. Founding-member pricing is locked while we onboard our first 250 advisors.