How it works Your record Your fees, specialties and clients, verified and read by AI. Introductions Prospects write to you directly. No lead fees, ever. Monthly AI report See who AI recommends when your ideal clients ask. Quarterly press Matched to stories with Forbes, Kiplinger and more.

Why Wellspent How AI chooses advisors The signals that decide who gets recommended. Compare the options Wellspent against SmartAsset, Zoe, NAPFA and more.

The public graph Find your record Already listed? Find your name and claim it. Methodology How every record is verified and kept current. Developer API The graph for fintech apps and AI agents.

Company About Wellspent Why we're building the public graph. Contact Questions before you join? We read everything.

Studies and data Original research Studies built from the public graph and firms' own websites. What advisors charge Fee-only fees by state and model, from published prices.

Guides Getting clients What each channel costs per $1 of new revenue. Getting recommended by AI What assistants read, and how to be the answer.

New study How AI assistants recommend financial advisors 18% overlap between the firms ChatGPT and Perplexity named for the same city. Read the study →

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How it works Your record, introductions, the AI report and press. Why Wellspent How AI chooses advisors, and how we compare. Research Studies, guides and what advisors charge. Pricing $89 a month. Cancel any time.

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Monthly $89 / month · cancel any time Annual $890 / year · save $178 vs. monthly

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

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Your record goes live. Published at find.wellspent.co as soon as you finish your record, with structured markup that search engines and AI assistants can read.
Your presence compounds. Edit anything in the portal. Changes flow to specialty and region pages, AI assistants, and the next press cycle.

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