How the graph stays trustworthy.
Wellspent's value is entirely downstream of how carefully each record is built, sourced, and maintained. The methodology is public.
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Guided intake
Members build their record through a guided flow in the portal: structured fields for the facts, voice transcription for the narrative. The output is a machine-readable profile, not a bio.
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Public-record verification
We check ADV Part 2, CRD, IAPD, state and provincial registrations, and credential registries. Claims we can't source, we don't publish.
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Fee-only, full stop
No commissioned advisors. No firms with proprietary-product revenue. We verify on intake and re-check annually. No exceptions.
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Structural inclusion
Every member shows up on every surface their record fits. There's no paid placement, no sponsor slot, no hidden boost. Ordering reflects fit to the query.
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Citations, always
Each record carries machine-readable provenance so AI systems ingesting the graph can tell claimed from sourced. Citations are part of the schema, not an afterthought.
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Kept current
Members edit their profile in the portal whenever something changes. Public filings are re-checked on an ongoing basis. Stale records don't stay that way.
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Corrections, publicly honored
Any advisor, member or not, can request a correction. We respond within seven days.