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Pricing

One membership.
Compounding presence.

Membership is individual because the person is what matters.
Advisors change firms; expertise doesn't. We never charge for leads.

Founding cohort

Wellspent membership

$74 / month

Billed annually at $890 · equivalent to two months free

This rate is locked while we onboard the first 250 fee-only advisors.

  • One canonical advisor record
  • Structured expertise, audience, and geography mapping
  • Inclusion on every specialty, metro, and list you fit
  • Eligible for quarterly press cycles with financial-media partners
  • Schema.org + llms.txt machine-readable presence
  • Distribution through the Wellspent Discovery API (fintech apps, AI agents)
  • Edit anything, anytime, from the member portal
  • Cancel any time
Start annual membership →

Firms with more than one advisor: each advisor joins individually. We model expertise at the person, not the letterhead. Advisors change firms; their record stays with them. Need a team intake? Get in touch and we'll run it as a batch.

Frame of reference

What you're comparing against.

The price is small next to what fee-only advisors already spend on client acquisition. And what you get is durable, not burn.

  • Pay-per-lead platforms (SmartAsset et al.) $200+ per shared lead
  • SmartAsset AMP, monthly $1,500–$3,500 + per lead
  • Google Ads, monthly $5,000+ · no durable asset
  • SEO retainer, monthly $3,000+ · generic content
  • Legacy directory, annual $1,200 · click-locked
  • Wellspent, annual $890 · canonical record
What membership turns into

From the day you join.

A canonical record isn't a one-time profile. It's an asset that compounds. Here's what membership turns into in your first quarter.

  1. Day 1

    Your record goes live on the discovery layer

    A structured profile, published to find.wellspent.co with schema.org and llms.txt embedded. Indexed by Google within 24 hours, machine-readable for ChatGPT, Claude, and Perplexity in the same window, and queryable through the Discovery API any builder can integrate.

  2. Week 2

    Specialty and metro pages start citing you

    Every taxonomy page that fits your record (your state, your metros, every specialty you actually go deep in) adds you to its structured listing. Fit-based ordering. No bids, no placements.

  3. Every 90 days

    Press cycles include active members

    We run quarterly press pushes with financial-media partners, rotating active members into coverage based on specialty fit and the editorial calendar. Coverage rotates intentionally so the graph stays credible.

  4. Ongoing

    Edits compound across every surface

    Edit anything in the portal and the change propagates to specialty pages, metro pages, lists, and the discovery layer on the next weekly publishing cycle. AI systems re-ingest. The asset compounds.

Before you join

Common questions, settled.

Will I lose my listing if I cancel?

No. Your record stays as a historical reference entry. You stop appearing on new surfaces until you come back. Re-activate any time at the same rate.

Do you sell my email or share leads?

Never. Membership is our only revenue. No leads marketplace, no ad inventory, no per-click fees, no exclusivity locks.

How long until I show up everywhere?

Day one for the canonical record on the discovery layer and the developer API. Within two weeks for specialty and metro pages. Editorial coverage rotates on quarterly press cycles based on specialty fit.

What if I want to update something?

Edit anything in the member portal at any time. Changes appear publicly within a week.

Ready to join the knowledge graph?

Apply for membership