bots.st/wellspent-fee-only-financial-advisors

Wellspent: fee-only financial advisors

Find fee-only advisors by location and specialty

2699 ms

answered our call 8 Nov, 02:58 UTC

How to reach it

Tool	What it says it does
`get_advisor_profile`	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…
`list_specialties_and_audiences`	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).
`search_fee_only_advisors`	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…
`show_advisor_cards`	Use this after search_fee_only_advisors to show up to 8 of its results as cards, in the order given, each with a View profile link to find.wellspent.co. Pass the slugs from the search results. Shows only public Wellspent data. Do not use for advisors that did not come from a Wellspent search.

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

wellspent.co: registered 1 Feb 2018 (8 years ago), at NAMECHEAP INC, its home page is a working site

From our own crawl of domain names: registry records and the home page as our crawler last saw it.

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