Wellspent: fee-only financial advisors

Overview

Wellspent: fee-only financial advisors is an MCP server that helps you discover qualified fee-only financial advisors across the US and Canada. Filter by location, specialty, and client type to find advisors that match your needs. Any MCP-compatible AI assistant can call the server's tools directly, with the model deciding when to use them during conversations or agent runs.

This is a hosted remote server — simply point your client to https://api.wellspent.co/mcp to connect with no local installation required. The current release is v1.0.0 and requires no authentication to use.

Wellspent: fee-only financial advisors is categorized under Finance on mcp.site and works with all MCP clients including Claude Desktop, Claude Code, Cursor, VS Code, Windsurf, Zed and others. If you maintain this server for wellspent.co, claim this listing to verify ownership and keep information current.

Installation

Settings → Connectors → Add custom connector
Name: Wellspent: fee-only financial advisors
URL:  https://api.wellspent.co/mcp