Wellspent: fee-only financial advisors
Find fee-only financial advisors in the US and Canada by location and specialty.
Search a directory of fee-only financial advisors (paid only by clients, never commissions) in the US and Canada. Filter by location, planning specialty, and client type to find fiduciary advisors for retirement, equity compensation, cross-border planning, and other needs.
Try asking Muse: "Find a fee-only financial advisor in California who specializes in retirement planning for tech employees."
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Source: Found in the official MCP Registry (co.wellspent/advisors) · First listed October 30, 2026
Last 24 hours
Each bar is one check, every 15 minutes. Green means it answered. Last checked 1 h ago.
Is it safe to connect?
What Muse can see: It does not ask you to sign in, so it cannot see your accounts. It only sees what Muse sends it from your request.
Before it acts: Read what Muse plans to do before you approve it, and remove the app from Muse when you stop using it.
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How to add it to Muse
Not in Muse's Connectors list yet, but Muse can still use it. Copy the request below and paste it into Muse. Muse asks before it shares anything with the app's site. Meta does not review apps used this way, so only use ones you trust. We tested this in the Muse app on September 24, 2026: Muse used an app's link directly this way and returned a live answer.
https://api.wellspent.co/mcpNot in Muse's Connectors list yet. Muse can still use it: its page gives you a request to paste into Muse.
Also use it in ChatGPT or Claude
Wellspent: fee-only financial advisors is a remote MCP server, so any assistant that can add a custom connector by link can use it. Same link, same tools.
Add it to ChatGPT
- 1
Open ChatGPT settings
In ChatGPT, open Settings, then Connectors (called Apps & Connectors on some accounts).
- 2
Turn on developer mode
Under Advanced settings, switch on Developer mode. That is what lets you add a connector by link.
- 3
Create the connector
Choose Create, give it a name, paste the link as the MCP server URL, and save. If it needs a sign-in, ChatGPT asks for it here.
- 4
Use it in a chat
Start a chat, open the tools menu, pick the connector, and ask. ChatGPT asks before it runs a tool the first time.
Custom connectors need a paid ChatGPT plan, and on Team, Enterprise and Edu accounts only an admin can add them. Our "Working" label means the server answered us; it cannot tell whether your plan lets you add it. All connectors that work in ChatGPT
Add it to Claude
- 1
Open Claude settings
In Claude, open Settings, then Connectors.
- 2
Add a custom connector
Choose Add custom connector, give it a name, and paste the link.
- 3
Connect and use it
If it needs a sign-in, Claude sends you to it. Then turn the connector on in a chat from the tools menu and ask.
Custom connectors are available on paid Claude plans; on Team and Enterprise accounts an admin may need to add them. Our "Working" label means the server answered us; it cannot tell whether your plan lets you add it. All connectors that work in Claude
https://api.wellspent.co/mcpWhat people ask Muse to do
Technical details: safety screening, tools, response time and recent checks
Response time at the last check: 224ms. Worked in n/a of checks over 30 days.
Screening · October 30, 2026
Screened, no issues found
Screening looks for known threats and hidden instructions at the time of the check, and runs again weekly and whenever the tool list changes. It cannot see the server's code, so only connect what you need and review what Muse asks to do. How screening works.
Tools · 3
search_fee_only_advisorsFind fee-only financial advisors (paid only by clients, never by commissions) in the US or Canada, ranked by fit to a person's location and planning needs. Use this when someone asks for a financial advisor, financial planner, or fiduciary for a specific situation (e.g. equity coget_advisor_profileReturn the public profile of one fee-only advisor listed on Wellspent, by the slug returned from search_fee_only_advisors (the last path segment of their profile_url). Advisor-maintained (member) profiles include the advisor's own description of their specialties, ideal client, flist_specialties_and_audiencesList the valid slugs for search_fee_only_advisors: planning specialties, client audiences, and regions (US states and Canadian provinces that have advisors). Call this to map a person's situation to slugs before searching.Link
https://api.wellspent.co/mcpQuestions about Wellspent: fee-only financial advisors in Muse
How do I connect Wellspent: fee-only financial advisors to Muse?
Not in Muse's Connectors list yet, but Muse can still use it. Paste this into Muse: "Use Wellspent: fee-only financial advisors to help me. It is a free service with an MCP server at https://api.wellspent.co/mcp. It does not need an API key. Ask me before you share anything with it." Muse asks before it shares anything with the app's site. Meta does not review apps used this way, so only use ones you trust. We tested this in the Muse app on September 24, 2026: Muse used an app's link directly this way and returned a live answer.
Is Wellspent: fee-only financial advisors working right now?
At the last check (October 30, 2026, 03:11 UTC) the endpoint was working, answering in 224ms. It is checked every 15 minutes.
Is Wellspent: fee-only financial advisors safe to connect to Muse?
It was screened on October 30, 2026 with the result "screened, no issues found". Screening checks the domain against threat feeds and reads the tools for hidden instructions and requests for passwords or card numbers. It cannot see the server's code, so grant only the access you need.
What can Wellspent: fee-only financial advisors do in Muse?
It exposes 3 tools, including search_fee_only_advisors, get_advisor_profile, list_specialties_and_audiences. For example, you could ask Muse: "Find a fee-only financial advisor in California who specializes in retirement planning for tech employees."
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