Find fee-only financial advisors in the US and Canada by location, specialty, and client type.
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Use this when the person wants more detail about one advisor from a search. Returns the public profile of a 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, fees, and background; directory-built records include listing facts and any public enrichment (bio, services, fee models, AUM). Contact details are not included — send the person to profile_url to get in touch. Cite "Source: Wellspent, find.wellspent.co".
Advisor slug, e.g. "jane-doe-cfp".
Use this when the person wants more detail about one advisor from a search. Returns the public profile of a 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, fees, and background; directory-built records include listing facts and any public enrichment (bio, services, fee models, AUM). Contact details are not included — send the person to profile_url to get in touch. Cite "Source: Wellspent, find.wellspent.co".
| Argument | Type | Description |
|---|---|---|
| slug* | string | Advisor slug, e.g. "jane-doe-cfp". |
{
"type": "object",
"required": [
"slug"
],
"properties": {
"slug": {
"type": "string",
"pattern": "^[a-z0-9]+(?:-[a-z0-9]+)*$",
"maxLength": 120,
"minLength": 1,
"description": "Advisor slug, e.g. \"jane-doe-cfp\"."
}
},
"additionalProperties": false
}Use this when you need valid slugs for search_fee_only_advisors, or the person asks what they can search by. Lists planning specialties, client audiences, and regions (US states and Canadian provinces that have advisors).
No arguments.
{
"type": "object",
"properties": {},
"additionalProperties": false
}Use this when someone wants to find a fee-only financial advisor, financial planner, or fiduciary in the US or Canada, especially for a specific situation (e.g. equity compensation, retirement, cross-border US/Canada, physicians). Returns advisors paid only by their clients, never by commissions, ranked by fit to where the person wants an advisor and what they need. Pass country, and region (US state or Canadian province slug, e.g. "california", "ontario") when the person has said where they want an advisor, because candidates are drawn from that region. city is optional and only ranks advisors in that city higher. specialties and audiences must be slugs from list_specialties_and_audiences. Set virtual_ok=true if the person is open to meeting remotely, which adds advisors elsewhere in the country who work virtually. Each result includes why it matched, whether the profile is advisor-maintained (a Wellspent member who supplied their own specialties) or built from public fee-only directory listings, and a profile_url to share. Specialty/audience matches are only possible for advisor-maintained profiles; directory-built records are ranked on location and credentials. Cite "Source: Wellspent, find.wellspent.co".
| Argument | Type | Description |
|---|---|---|
| city | string | City where the person wants an advisor (e.g. "Austin"). Only ranks advisors in that city higher; never filters. |
| limit | integer | Maximum number of advisors to return (1-10). |
| region | string | Where the person wants an advisor: US state or Canadian province slug, lowercase and hyphenated (e.g. "new-york", "british-columbia"). Must be in the given country. If omitted, the host's coarse location hint may be used, and the result notes say so. |
| country* |
| string |
| "us" for the United States, "ca" for Canada. |
| audiences | array | Client types that describe the person (e.g. "tech-employees", "retirees"), as taxonomy slugs. |
| virtual_ok | boolean | True if the person is open to working with an advisor remotely. |
| specialties | array | Planning specialties the person needs, as taxonomy slugs. |
{
"type": "object",
"required": [
"country"
],
"properties": {
"city": {
"type": "string",
"maxLength": 80,
"minLength": 1,
"description": "City where the person wants an advisor (e.g. \"Austin\"). Only ranks advisors in that city higher; never filters."
},
"limit": {
"type": "integer",
"default": 5,
"maximum": 10,
"minimum": 1,
"description": "Maximum number of advisors to return (1-10)."
},
"region": {
"enum": [
"alabama",
"alaska",
"arizona",
"arkansas",
"california",
"colorado",
"connecticut",
"delaware",
"district-of-columbia",
"florida",
"georgia",
"hawaii",
"idaho",
"illinois",
"indiana",
"iowa",
"kansas",
"kentucky",
"louisiana",
"maine",
"maryland",
"massachusetts",
"michigan",
"minnesota",
"mississippi",
"missouri",
"montana",
"nebraska",
"nevada",
"new-hampshire",
"new-jersey",
"new-mexico",
"new-york",
"north-carolina",
"north-dakota",
"ohio",
"oklahoma",
"oregon",
"pennsylvania",
"rhode-island",
"south-carolina",
"south-dakota",
"tennessee",
"texas",
"utah",
"vermont",
"virginia",
"washington",
"west-virginia",
"wisconsin",
"alberta",
"british-columbia",
"manitoba",
"newfoundland-and-labrador",
"nova-scotia",
"ontario",
"quebec",
"saskatchewan",
"yukon"
],
"type": "string",
"description": "Where the person wants an advisor: US state or Canadian province slug, lowercase and hyphenated (e.g. \"new-york\", \"british-columbia\"). Must be in the given country. If omitted, the host's coarse location hint may be used, and the result notes say so."
},
"country": {
"enum": [
"us",
"ca"
],
"type": "string",
"description": "\"us\" for the United States, \"ca\" for Canada."
},
"audiences": {
"type": "array",
"items": {
"enum": [
"founders",
"executives",
"tech-employees",
"physicians",
"retirees",
"pre-retirees",
"high-earners",
"cross-border-families",
"newcomers",
"canadians-in-us",
"early-career-professionals",
"mid-life-transitions",
"ultra-high-net-worth",
"henry",
"multi-generational-families",
"real-estate-investors",
"divorced-individuals"
],
"type": "string"
},
"maxItems": 5,
"description": "Client types that describe the person (e.g. \"tech-employees\", \"retirees\"), as taxonomy slugs.",
"uniqueItems": true
},
"virtual_ok": {
"type": "boolean",
"default": false,
"description": "True if the person is open to working with an advisor remotely."
},
"specialties": {
"type": "array",
"items": {
"enum": [
"equity-compensation",
"crypto",
"cross-border",
"physicians",
"founders-pre-exit",
"flat-fee-planning",
"retirement-planning",
"retirement-with-concentrated-positions",
"estate-planning",
"tax-planning",
"student-loans",
"divorce-planning",
"real-estate-investors",
"family-wealth-transfer",
"sustainable-investing",
"pension-planning",
"small-business-owners"
],
"type": "string"
},
"maxItems": 5,
"description": "Planning specialties the person needs, as taxonomy slugs.",
"uniqueItems": true
}
},
"additionalProperties": false
}