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Wellspent

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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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