Wellspent: fee-only financial advisors

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Find fee-only financial advisors in the US and Canada by location, specialty, and client type.

Install

Add this to your client's MCP configuration (Claude Desktop: claude_desktop_config.json; Cursor: .cursor/mcp.json; VS Code and others use the same "mcpServers" shape).

Remote (streamable-http)
Claude Code
claude mcp add --transport http wellspent-fee-only-financial-advisors 'https://api.wellspent.co/mcp'
JSON configuration (Claude Desktop, Cursor, VS Code)
{
    "mcpServers": {
        "wellspent-fee-only-financial-advisors": {
            "type": "http",
            "url": "https://api.wellspent.co/mcp"
        }
    }
}

Frequently asked questions

What is Wellspent: fee-only financial advisors?

Find fee-only financial advisors in the US and Canada by location, specialty, and client type.

How do I install Wellspent: fee-only financial advisors?

It runs as a remote server. In Claude Code: claude mcp add --transport http wellspent-fee-only-financial-advisors 'https://api.wellspent.co/mcp'. For other clients, paste the JSON configuration from this page into their MCP settings.

Does Wellspent: fee-only financial advisors need an API key?

Its registry entry lists no required key or secret. Some features may still need an account with the service it connects to.

Who maintains Wellspent: fee-only financial advisors?

It is published by co.wellspent. AI.tn lists it but does not maintain or endorse it.

From the official MCP Registry. Listing is not an endorsement: review a server's code and permissions before giving it access to your data.