Wellspent
Sign in Become a member
Sign in Become a member

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.

24,536
fee-only advisors in the Wellspent graph
37%
of ChatGPT answers in our AI study cited the Wellspent graph
74,070
times AI tools read record data in the last 28 days
About you
How you'd like to pay
Fee-only confirmation
  • 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.

Members are matched to stories with

  • Forbes
  • Financial Times
  • Business Insider
  • CNBC
  • Yahoo Finance
  • Kiplinger
  • Reuters
  • USA Today

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.

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.