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Wellspent: fee-only financial advisors

co.wellspent/advisorswellspent.costreamable-httpv1.0.0Scanned

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

3 tools: 3 only read.

Tools: 0 delete, 0 irreversible, 0 write, 3 read.
  • Reads private data · 0
  • Reads text others write · 0
  • Can send data out · 0
  • 1 finding

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Tools

Grouped by what each tool does, most consequential first. Open one for its reasons and full description; descriptions are the publisher's own words.

3 tools

Only reads 3Show 3 read-only tools
  • get_advisor_profileUse this when the person wants more detail about one advisor from a search.No findings

    Why it is in this group

    • The name "get_advisor_profile" says "get": a word for reading.
    Description, as the server wrote it
    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".

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Get advisor profile
  • list_specialties_and_audiencesUse this when you need valid slugs for search_fee_only_advisors, or the person asks what they can search by.No findings

    Why it is in this group

    • The name "list_specialties_and_audiences" says "list": a word for reading.
    Description, as the server wrote it
    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).

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: List specialties, audiences, and regions
  • search_fee_only_advisorsUse 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.1 finding

    Why it is in this group

    • The name "search_fee_only_advisors" says "search": a word for reading.

    Findings

    • Info

      The description mentions "credentials".

      Matched text

      description: "...uilt records are ranked on location and credentials. Cite "Source: Wellspent, find.wellspen..."

      What this check looks for
    Description, as the server wrote it
    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".

    Annotations the server declares

    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
    • title: Search fee-only financial advisors

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Exfil surface

Which tools read private data, which read text someone else can write, and which can send data out. One of each is a path a prompt injection can use.

No private-data, untrusted-input, outbound path in this server alone: no tool is tagged private-data or untrusted-input or outbound.

Reads private data0
Reads files, mail, messages, databases, secrets, calendars or repositories.
Reads text others write0
Brings in text someone else can write: web pages, inbound email, messages, issues and comments.
Can send data out0
Can carry data to people or systems: it sends, posts or publishes, or takes a recipient, channel or URL.

Other servers in the same agent add their own tools to these paths. Audit your whole setup to see them together.

Findings

Matches of fixed checks, with the text they matched.

1 info

History

Changes to its tool definitions and to its remote endpoint, newest first.

No change seen yet. Its tools are rescanned every day, and a remote endpoint is looked at once a week.

All changes to this server

Install

Pinned to version 1.0.0. Values in angle brackets are yours to fill in.

claude mcp add --transport http advisors https://api.wellspent.co/mcp
claude mcp add --transport http advisors https://api.wellspent.co/mcp

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change or a way out, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json
{
  "permissions": {
    "allow": [
      "mcp__advisors__search_fee_only_advisors",
      "mcp__advisors__get_advisor_profile",
      "mcp__advisors__list_specialties_and_audiences"
    ],
    "ask": [],
    "deny": []
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. A read that can send data out (it takes a URL, say) asks first too. It assumes the server is installed as advisors. Review it before you use it.

Pin

Keep the decision: fail CI when the tools change, follow every change, or show a badge.

Pin in CI

Fail a build when the tools you reviewed are not the tools the server serves today.

curl -s "https://anlyon.dev/api/v1/servers/co.wellspent/advisors/verify?hash=08992ef71d84ade2f272558de1c846eabf6e3d73b4a4e79b3e8bb172b50b949e" | jq -e '.changed == false'

Pinned hash 08992ef71d84, from Oct 27, 2026, 22:17 UTC.

Watch

Get told when its tools change: a new tool, a new description, a new class.

https://anlyon.dev/servers/co.wellspent/advisors/changes.xml

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Source: MCP Registry. Synced Oct 27, 2026, 22:17 UTC.