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What is Wellspent?

Wellspent operates as a subscription-driven platform and a public directory dedicated to fee-only financial advisors. Advisors can craft and maintain comprehensive profiles that detail their fee arrangements, credentials, areas of practice, specialties, and client demographics. These profiles are showcased in a public directory, allowing prospective clients to find suitable advisors and request introductions directly without facing per-lead fees. In the 28 days prior to November 4, 2026, AI tools made use of Wellspent advisor records a remarkable 77,388 times. Developers have the option to leverage Wellspent’s Discovery API and MCP server to gain access to this valuable data for personal finance applications and AI-enhanced discovery methods. Members have the ability to update their profiles, and those who subscribe also receive monthly AI visibility reports and can participate in quarterly press initiatives. The platform is specifically designed for independent financial advisors and smaller registered investment adviser firms operating in both the United States and Canada. Membership fees are structured on a per-advisor basis, offering flexible billing options for both monthly and annual subscriptions. Ultimately, Wellspent seeks to improve the visibility and accessibility of financial advisory services for clients in search of expert assistance, ensuring that they can find the right advisor to meet their unique financial needs. Furthermore, by fostering a community of skilled advisors, Wellspent contributes to the overall professionalism and trustworthiness of the financial advisory industry.

What is AWS Trusted Advisor?

AWS Trusted Advisor is an online tool that provides users with real-time insights and recommendations to ensure their resource provisioning aligns with the best practices established by AWS. By conducting a variety of assessments, Trusted Advisor seeks to optimize your AWS infrastructure, enhance security and performance, reduce expenses, and monitor service limits effectively. Utilizing the insights from Trusted Advisor is particularly valuable whether you are starting new projects, developing applications, or focused on ongoing improvements, as it helps guarantee that your solutions are efficiently set up. Users with AWS Basic Support and AWS Developer Support can access six specific security assessments, which cover areas like S3 Bucket Permissions and IAM Usage, along with 50 checks related to service limits. In contrast, clients with AWS Business Support and AWS Enterprise Support benefit from the complete range of 115 Trusted Advisor evaluations, which are organized into categories including cost optimization, security enhancements, fault tolerance, performance improvements, and service limits. Consistently monitoring and acting on these recommendations can significantly enhance resource management and lead to greater operational efficiency, ultimately contributing to a more robust cloud infrastructure. By making it a habit to integrate these suggestions into your cloud strategy, you can better align your resources with business goals.

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Integrations Supported

Model Context Protocol (MCP)

Integrations Supported

New Relic
Sophos Cloud Optix

API Availability

Has API

API Availability

Pricing Information

$49/month
Record is $49/month or $490/year ($41/month when billed annually). Membership is $89/month or $890/year ($74/month when billed annually) and adds monthly AI visibility reports and quarterly press. Plans are billed in advance; members may cancel at any time.
Free Version

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ClearGraph

Date Founded

2023

Company Location

United States

Company Website

wellspent.co

Company Facts

Organization Name

Amazon

Date Founded

1994

Company Location

United States

Company Website

aws.amazon.com/premiumsupport/technology/trusted-advisor/

Categories and Features

Directory

Not specified

Categories and Features

Cloud Management

Access Control
Capacity Analytics
Cost Management
Demand Monitoring
Performance Analytics

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