Introductions, never leads
Prospects write to you directly from your page. We never sell, share or charge for an introduction.
Priya S. · HobokenWe both have RSUs vesting quarterly and want a plan…
For fee-only financial advisors
Stop paying for shared leads
Pay-per-lead platforms charge $200 or more for a lead they also sell to other advisors. With Wellspent, prospects find you through AI and write to you directly.
Become a member $89 a month · cancel any time
- No lead fees, ever
- Fee-only advisors only
- Live the day you join
Members are pitched to the publications your clients read
Plus thousands of other press partners. Each quarter we match members to stories by specialty.
38,670times AI tools referenced Wellspent record data in the last 28 days
24,501fee-only advisors in the public graph
$0lead fees. Membership is our only revenue
Word of mouth is moving to AI
Before they call anyone, clients ask AI who to trust with their money. Wellspent puts your verified record where AI gets its answers.
- Collect
Your website, your SEC record and your own words
Everything about you - Verify
We clean it, check it and structure it into one record
One source of truth - Reinforce
Press mentions with our media partners cite the same record
Cited where AI looks - Surface
AI assistants and search engines use it in their answers
Found when clients ask
What you get as a member
Become a memberA record AI can read
Your fees, specialties, the clients you serve and your credentials, as sourced facts AI assistants and search engines read directly.
fee_modelflatservesphysicians · foundersregionCO · virtual
A monthly AI visibility report
We ask an AI assistant the questions your ideal clients ask, and show you whether you're named and who's recommended instead.
- Equity comp advisor in Denver
- Planner for tech employees in Colorado
- Virtual fee-only tax planning
Quarterly press
Each quarter members are matched to stories by specialty with our media partners.
What you're comparing against
Pay-per-lead platforms$200+ per shared lead
Lead-gen subscriptions$1,500 to $3,500 a month, plus per lead
Google Ads$5,000+ a month, nothing lasting
SEO retainer$3,000+ a month
Wellspent$89 a month, a record that keeps working
It takes one client
Wellspent$890
a year, or $89 a month
Cancel any timeA typical fee-only client$4,500
a year, every year they stay
Recurring revenueYour return5.1×
in the first year alone
From a single clientOne membership
One plan, everything included. Cancel any time.
- Your own advisor page in the public graph
- A monthly AI visibility report
- Introductions straight to your inbox
- Quarterly press cycles with media partners
- Every specialty, city and list page you fit
- Edit anything, any time. Cancel any time
Save $178 Annual $890 a year Become a member Monthly $89 a month Start monthly
Cancel any time. No lead fees, ever.
Already in the public graph?
Find your record and claim it. Everything we've built from public sources comes with you.
No match yet. Try your last name, or become a member and we'll build your record.
Common questions
Do you sell leads or take a cut?
Never. Prospects write to you directly from your page. Membership is our only revenue.
I'm already in the public graph. What happens to my record?
It becomes yours. Join with the email we have for you, or find your record above, and everything we 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 registration against your CRD.
How fast does it go live?
Your page goes live the moment you finish your record. Specialty and city pages pick you up within two weeks.
Can I cancel?
Any time, from your portal. Your record stays as a reference entry and you stop appearing on new surfaces.
Keep every introduction
- 1Become a member
- 2Add your own words
- 3Go live everywhere
$89 a month · cancel any time
$89 a month · cancel any time Become a member