Membership for fee-only advisors

Be the advisor AI recommends

$89 a month for a verified record that AI assistants and search read, introductions with no lead fees, a monthly report on who AI recommends, and quarterly press with our media partners. Cancel any time. Or start with Record, $49 a month, without the report and press.

24,536: fee-only advisors in the Wellspent graph
37%: of ChatGPT answers in our AI study cited the Wellspent graph
209,472: times AI tools read record data in the last 28 days

Already in the Wellspent graph? Find your record and claim it.

About you Your name Work email

Your plan

Membership$89/mo Your record, plus a monthly AI report, quarterly press and 10 Advisor Notes a year Forbes

Record$49/mo Your record in the public graph, every list you fit, AI and quiz matching. No report or press.

How you'd like to pay

Monthly $89 a month · cancel any time Yearly $890 a year · two months free

Fee-only confirmation My practice is 100% fee-only. No commissions, no proprietary-product revenue. I understand Wellspent checks this against public SEC records.

Secure checkout with Stripe
Cancel any time from your portal
No lead fees and no share of your fees, ever

You'll set up your record after payment, in about ten minutes.

What's included

A verified recordYour fees, specialties and the clients you serve, checked against SEC records and published in the Wellspent graph that AI assistants and search read.
Introductions, no lead feesProspects write to you directly. We never sell, share or charge for an introduction.
A monthly AI report MembershipThe questions your ideal clients ask, put to an AI assistant, and who it recommends.
Quarterly press MembershipMatched to stories by specialty with our media partners.
10 Advisor Notes a year MembershipTen minutes on what you know best, made into a podcast episode and clips that are yours to use.

One planning client at the median fee of $4,500 a year covers more than 4 years of membership.

From the Wellspent fee report

Check out with Stripe. About a minute.
Sign in from your inbox. No passwords.
Finish your record. It goes live as you save.

Not fee-only? We're not the right fit. That's the point.

On Membership, you're matched to stories with

Common questions

Do you sell leads or take a share of my fees?

Never. Prospects write to you directly from your record. There are no lead fees and no share of any client's fees. Membership is our only revenue.

I'm already in the Wellspent graph. Do I start over?

No. Search your name above and claim your record. Everything we've built from public sources carries over for you to confirm and add to.

Who can join?

Fee-only advisors only: paid by clients, with no commissions or product revenue. We check your registration against SEC records.

How fast does my record go live?

The moment you finish it in the portal, usually about ten minutes. Specialty and city pages pick you up within two weeks.

What's the difference between Record and Membership?

Both put your verified record in the public graph, on every list you fit, in quiz and AI matching and in the Discovery API, with introductions and no lead fees. Membership adds a monthly AI report, quarterly press and 10 Advisor Notes a year. Switch any time from your portal.

Is there a contract?

No. Pay monthly or yearly and cancel any time from your portal. You can switch between monthly and yearly billing whenever you like.

What does press placement mean?

Each quarter we match members to stories with our media partners by specialty. The editor decides who's quoted, so we never promise a placement.

Something else? Write to [email protected] or see how it works.