Both plans put you in the public graph AI assistants and search read. Membership adds a monthly AI report and quarterly press. We never charge for leads.
Be in the graph AI assistants read.
$41 / month
Billed $490 a year
Be found, then be quoted.
$74 / month
Billed $890 a year
Everything in Record, plus
Each quarter we match members to stories by specialty with our media partners.
The questions your ideal clients ask, put to an AI assistant, and who it names.
Ten minutes on what you know best, made into a podcast episode and clips that are yours to use. See how it works
Switch plans any time from your portal. An upgrade starts the same day.
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.
The price is small next to what fee-only advisors already spend on client acquisition. And what you get is durable, not burn.
Your record isn't a one-time profile. It compounds. Here's what membership turns into in your first quarter.
A structured record, published to find.wellspent.co the moment you finish onboarding, with schema.org markup that Google and AI assistants like ChatGPT, Claude, and Perplexity can read, and queryable through the Discovery API any builder can integrate.
Every page that fits your record (your state, your cities, every specialty you actually go deep in) adds you to its structured listing. Fit-based ordering. No bids, no placements.
On Membership, we run quarterly press pushes with financial-media partners, rotating members into coverage based on specialty fit and the editorial calendar. Coverage rotates intentionally so the graph stays credible.
Edit anything in the portal and your record updates the moment you save. Specialty pages, metro pages, and lists pick up the change on their next refresh. The asset compounds.
Both put your verified record in the public graph, on every list you fit, in quiz and AI matching and in the Discovery API, with introductions and no lead fees. Membership adds a monthly AI visibility report, quarterly press with our media partners and 10 Advisor Notes a year.
Yes, any time from your portal. An upgrade starts the same day and you pay only the difference for the rest of your billing period. A downgrade credits the difference to your next bill.
No. Your record stays as a historical reference entry.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.
Never. Membership is our only revenue. No leads marketplace, no ad inventory, no per-click fees, no exclusivity locks.
Day one for your record in the public graph and the developer API. Within two weeks for specialty and metro pages. On Membership, editorial coverage rotates on quarterly press cycles based on specialty fit.
Edit anything in the member portal at any time. Your record updates the moment you save; specialty and region pages pick up the change on their next refresh.
Live the moment you finish your record. Cancel any time.