Wellspent
Become a member

For fee-only financial advisors

Make your record the one AI recommends

Long before your ideal client calls an advisor, they talk their whole situation through with AI. Wellspent gives it the detail to suggest you to the right client at the right moment.

Become a member $89 a month · cancel any time
  • No lead fees, ever
  • Fee-only advisors only
  • Live the day you join
Already in the public graph? Find your record

Members are pitched to the publications your clients read

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

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.

  1. Collect

    Your website, your SEC record and your own words

    Everything about you
  2. Verify

    We clean it, check it and structure it into one record

    One source of truth
  3. Reinforce

    Press mentions with our media partners cite the same record

    Cited where AI looks
  4. Surface

    AI assistants and search engines use it in their answers

    Found when clients ask

What you get as a member

Become a member

A 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

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…

Quarterly press

Each quarter members are matched to stories by specialty with our media partners.

Matched by specialtyEvery quarterNo extra cost

From a listing to a recommendation

Built from public sources

  • Firm and location
  • Credentials and SEC registration
  • Who you work best with
  • The situations you handle well
  • What you charge, and why

As a member

  • Confirmed by you
  • Who you work best with
  • The situations you handle well
  • Your fees, in your own words
  • Introductions, reports and press

It takes one client

Wellspent$890

a year, or $89 a month

Cancel any time
A typical fee-only client$4,500

a year, every year they stay

Recurring revenue
Your return5.1×

in the first year alone

From a single client

One 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.

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.

Be the advisor AI recommends

  1. 1Become a member
  2. 2Add your own words
  3. 3Go live everywhere
Become a member

$89 a month · cancel any time