
A flat-price alternative to pay-per-lead platforms. Wellspent gives fee-only financial advisors a verified record AI assistants can read, with no lead fees.
A startup from New York, the United States.
This page is designed to help you find out whether Wellspent is good and if it is the right choice for you.
Wellspent is a flat-price alternative to pay-per-lead platforms for fee-only financial advisors. Pay-per-lead platforms charge $200 or more for a lead they also sell to other advisors. With Wellspent, prospects write to you directly, and there are no lead fees.
Word of mouth is moving to AI. Wellspent puts your record where AI gets its answers: a public graph of 24,500+ fee-only advisors, built from SEC filings and firms' own websites. AI tools referenced that record data 77,388 times in the 28 days to November 4, 2026.
The Record plan is $49 a month and includes your record, every list, AI matching, and introductions. Membership is $89 a month and adds a monthly AI report and quarterly press, matching you to stories in publications like Forbes and Kiplinger.
Fee-only advisors only. Cancel any time.
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Founder Nathan Prescott spent years working with wealth advisors and saw that the real problem in fee-only advice is fit, not volume. He then spent months trying to find an advisor who matched his own finances. Wellspent is built to connect people with the right advisor without selling leads.
Wellspent is a public graph of 24,500+ fee-only advisors that AI assistants can read directly, over MCP and A2A. Every record lists its sources and the date they were checked. Advisors pay a flat monthly price, with no lead fees and no paid placement.
Pay-per-lead platforms charge $200 or more for a lead they also sell to other advisors. Wellspent charges a flat $49 or $89 a month, and prospects write to the advisor directly.
Fee-only financial advisors in the US and Canada. Anyone looking for an advisor can search the public graph for free.
Astro, Cloudflare Workers and D1, with MCP and A2A endpoints for AI assistants.
We have collected here some useful links to help you find out if Wellspent is good.
Check the traffic stats of Wellspent on SimilarWeb. The key metrics to look for are: monthly visits, average visit duration, pages per visit, and traffic by country. Moreoever, check the traffic sources. For example "Direct" traffic is a good sign.
Check the "Domain Rating" of Wellspent on Ahrefs. The domain rating is a measure of the strength of a website's backlink profile on a scale from 0 to 100. It shows the strength of Wellspent's backlink profile compared to the other websites. In most cases a domain rating of 60+ is considered good and 70+ is considered very good.
Check the "Domain Authority" of Wellspent on MOZ. A website's domain authority (DA) is a search engine ranking score that predicts how well a website will rank on search engine result pages (SERPs). It is based on a 100-point logarithmic scale, with higher scores corresponding to a greater likelihood of ranking. This is another useful metric to check if a website is good.
The latest comments about Wellspent on Reddit. This can help you find out how popualr the product is and what people think about it.
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Is Wellspent good? This is an informative page that will help you find out. Moreover, you can review and discuss Wellspent here. The primary details have been verified within the last quarter. So they could be considered up to date. If you think we are missing something, please use the means on this page to comment or suggest changes. All reviews and comments are highly encouranged and appreciated as they help everyone in the community to make an informed choice. Please always be kind and objective when evaluating a product and sharing your opinion.