Wellspent MCP Server

Find fee-only financial advisors in the US and Canada from any MCP client.

Wellspent is the public graph of 24,500+ fee-only financial advisors at 9,100+ firms, organized by specialty, location, and the clients they serve. Fee-only advisors are paid only by their clients, never by commissions. Each record lists where its facts come from and links to the advisor's SEC registration where one exists.

The server is hosted, read-only, and needs no account or API key. This repo holds the manifests that connect it to each client. There is nothing to install or run.

Endpoint: https://api.wellspent.co/mcp (Streamable HTTP)

Tools

Tool	What it does
`search_fee_only_advisors`	Search by country, region, city, specialty, and client type
`get_advisor_profile`	Get an advisor's full public record, including SEC facts
`show_advisor_cards`	Show up to 8 search results as cards
`list_specialties_and_audiences`	List the valid specialties, client types, and regions

Connect

Claude Code

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

Or install it as a plugin, with the two skills in this repo:

/plugin marketplace add wellspentai/wellspent-mcp
/plugin install wellspent@wellspent

Cursor and other MCP clients

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

Gemini CLI

gemini extensions install https://github.com/wellspentai/wellspent-mcp

Try asking

Find a fee-only advisor in Austin who works with equity compensation
Who in Vancouver handles US–Canada cross-border planning?
Which flat-fee planners in Colorado work virtually?
Pull up this advisor's SEC record and fees

Skills

find-fee-only-advisor: find advisors by region, specialty, and client type
check-advisor-record: look up an advisor's fees, specialties, and SEC registration

More ways in

License

MIT, for the files in this repo.

Wellspent

Hosted MCP Server

Documentation