# Wellspent: fee-only financial advisors Muse connector

From musedirectory.ai, the independent directory of Meta Muse connectors. Not affiliated with Meta.

## Wellspent: fee-only financial advisors

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

- Record: https://musedirectory.ai/connector/wellspent-fee-only-financial-advisors
- Category: Finance & Bills
- Developer: Wellspent (https://find.wellspent.co)
- Muse status: Extra setup. Not in Muse's Connectors list yet. Muse can still use it: its page gives you a request to paste into Muse.
- Health: Working, 224ms, checked 2026-10-30T03:11:11Z
- Endpoint: https://api.wellspent.co/mcp
- Auth: No account needed; Pricing: unknown
- Screening: Screened, no issues found (2026-10-30T03:11:11Z)
- Source: Found in the official MCP Registry (co.wellspent/advisors) https://registry.modelcontextprotocol.io/v0/servers?search=co.wellspent%2Fadvisors

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.

Example request: "Find a fee-only financial advisor in California who specializes in retirement planning for tech employees."

How to connect: 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.

Tools:
- search_fee_only_advisors: Find 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 co
- get_advisor_profile: Return 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, f
- list_specialties_and_audiences: List 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.

Screening checks:
- MCP handshake: pass (Answered in 224ms)
- Domain against threat feeds (Cloudflare security DNS): pass (api.wellspent.co, find.wellspent.co not flagged)
- Published packages against the OSV malicious-package database: n/a (No npm or PyPI package published)
- Hidden instructions or invisible characters in tool text: pass (3 tools read, nothing found)
- Inputs asking for passwords, card numbers or seed phrases: pass (None found)
- Domain and redirects: pass (No redirects off the domain)
- AI review of purpose and tool behavior: pass (No concerns)