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Sophia Carrington

Sophia Carrington

Head of Growth, Wellspent

Sophia Carrington writes Wellspent's guides and research on how people find, choose and pay fee-only financial advisors.

Every figure in these articles links to a dated source: SEC filings, vendors' published prices, or Wellspent's own studies. How we check our facts.

Articles (79)

  1. Advice-only planning in Canada Practice guide · October 31, 2026
  2. Can financial advisors use Google reviews? Practice guide · October 31, 2026
  3. Canada: Wellspent vs FP Canada Find a Planner vs Globe and Mail Find an Advisor Pricing compared · October 31, 2026
  4. Client acquisition cost for financial advisors, by channel Practice guide · October 31, 2026
  5. Datalign Advisory review: how its auction leads work Pricing compared · October 31, 2026
  6. Datalign vs SmartAsset vs Wellspent Pricing compared · October 31, 2026
  7. Fee benchmarks for fee-only advisors Practice guide · October 31, 2026
  8. Fee-Only Network vs Garrett Planning Network vs Wellspent Pricing compared · October 31, 2026
  9. Fee-only practice in Canada: CIRO, dealers and what "fee-only" means there Practice guide · October 31, 2026
  10. Financial advisor bio examples that work in AI answers Practice guide · October 31, 2026
  11. Financial advisor directories: do they work? Practice guide · October 31, 2026
  12. Financial advisor lead generation companies compared Pricing compared · October 31, 2026
  13. Flat fee vs AUM for your firm Practice guide · October 31, 2026
  14. Getting ready for press: your expertise, headshot and topics Practice guide · October 31, 2026
  15. Google Business Profile for financial advisors Practice guide · October 31, 2026
  16. Harness Wealth for advisors: the revenue share Pricing compared · October 31, 2026
  17. How AI assistants choose which financial advisors to recommend Practice guide · October 31, 2026
  18. How AI assistants recommend financial advisors Original research · October 31, 2026
  19. How CPAs and estate attorneys vet advisors before referring Practice guide · October 31, 2026
  20. How journalists choose which advisors to quote Practice guide · October 31, 2026
  21. How much AUM the average advisor has Practice guide · October 31, 2026
  22. How much financial advisor leads cost Practice guide · October 31, 2026
  23. How much SmartAsset leads cost in 2026 Pricing compared · October 31, 2026
  24. How new fee-only advisors get their first 25 clients Practice guide · October 31, 2026
  25. How to answer an introduction request Practice guide · October 31, 2026
  26. How to become a fee-only advisor Practice guide · October 31, 2026
  27. How to check what AI says about your firm Practice guide · October 31, 2026
  28. How to choose a niche as a fee-only advisor Practice guide · October 31, 2026
  29. How to complete your Wellspent record so AI quotes it Practice guide · October 31, 2026
  30. How to get clients as a financial advisor Practice guide · October 31, 2026
  31. How to get quoted in Forbes, CNBC and Kiplinger Practice guide · October 31, 2026
  32. How to get your firm recommended by AI assistants Practice guide · October 31, 2026
  33. How to price financial planning Practice guide · October 31, 2026
  34. How to read your monthly AI visibility report Practice guide · October 31, 2026
  35. How to set an advice-only fee Practice guide · October 31, 2026
  36. Indyfin review: client reviews, now owned by WiserAdvisor Pricing compared · October 31, 2026
  37. Is SmartAsset worth it for financial advisors? Pricing compared · October 31, 2026
  38. Is XYPN worth it? Pricing compared · October 31, 2026
  39. Is your website blocking AI assistants? Practice guide · October 31, 2026
  40. NAPFA membership cost and what you get Pricing compared · October 31, 2026
  41. NerdWallet Advisors for advisors: what you pay Pricing compared · October 31, 2026
  42. Paladin Registry review: now a WiserAdvisor site Pricing compared · October 31, 2026
  43. Press for financial advisors: what a quote is worth Practice guide · October 31, 2026
  44. Publish your fees: why price pages get cited Practice guide · October 31, 2026
  45. Referrals for fee-only advisors: why they slow down and what replaces them Practice guide · October 31, 2026
  46. SEO for fee-only advisors Practice guide · October 31, 2026
  47. Shared leads vs exclusive leads vs referrals: close rates advisors report Practice guide · October 31, 2026
  48. Should you buy financial advisor leads? The math Practice guide · October 31, 2026
  49. Should you have an asset minimum? Practice guide · October 31, 2026
  50. Showing press mentions under the marketing rule Practice guide · October 31, 2026
  51. SmartAsset alternatives for fee-only advisors Pricing compared · October 31, 2026
  52. SmartAsset AMP review: what advisors pay and what they get Pricing compared · October 31, 2026
  53. Starting an RIA with no clients: where the first clients come from Practice guide · October 31, 2026
  54. Starting an RIA: costs, custodians, registration, first year Practice guide · October 31, 2026
  55. The best AI visibility tools for financial advisors Pricing compared · October 31, 2026
  56. The best financial advisor directories, compared honestly Pricing compared · October 31, 2026
  57. The fee-only advisor website study Original research · October 31, 2026
  58. The SEC marketing rule for small RIAs: reviews, testimonials and ratings Practice guide · October 31, 2026
  59. Trust signals that win prospects Practice guide · October 31, 2026
  60. Twenty Over Ten and FMG vs Snappy Kraken: what a website does and doesn't do for being found Pricing compared · October 31, 2026
  61. Unbiased for US advisors Pricing compared · October 31, 2026
  62. Underserved niches and places for fee-only advisors Practice guide · October 31, 2026
  63. Wellspent vs Advice-Only Network Pricing compared · October 31, 2026
  64. Wellspent vs FPA PlannerSearch Pricing compared · October 31, 2026
  65. Wellspent vs NAPFA Find an Advisor Pricing compared · October 31, 2026
  66. Wellspent vs SmartAsset Pricing compared · October 31, 2026
  67. Wellspent vs Wealthramp Pricing compared · October 31, 2026
  68. Wellspent vs Wealthtender Pricing compared · October 31, 2026
  69. Wellspent vs XY Planning Network Pricing compared · October 31, 2026
  70. Wellspent vs Zoe Financial Pricing compared · October 31, 2026
  71. What happens when someone asks an AI assistant for a fee-only advisor in your city Practice guide · October 31, 2026
  72. What makes a firm fee-only by SEC data Practice guide · October 31, 2026
  73. What prospects check before they book a call Practice guide · October 31, 2026
  74. What the SEC's Zoe Financial order means for advisors who buy referrals Pricing compared · October 31, 2026
  75. Why AI seems to recommend big firms over boutiques, and how small firms change that Practice guide · October 31, 2026
  76. WiserAdvisor review: what advisors pay and what they get Pricing compared · October 31, 2026
  77. Zoe Financial alternatives with no revenue share Pricing compared · October 31, 2026
  78. Zoe Financial for advisors: the revenue share explained Pricing compared · October 31, 2026
  79. Zoe vs SmartAsset vs Wellspent: one $1M client, three costs Pricing compared · October 31, 2026