Wellspent: fee-only financial advisors
co.wellspent/advisors
Tools
Exactly what the server advertised in the scan completed . Effects and capabilities are classified by Squatch from each tool's metadata. Squatch never runs tools. Compared with the previous scan: 1 new, 2 changed.
- Effect: Read 4
Showing 4 of 4 tools
| Details | ||
|---|---|---|
| get_advisor_profileChanged 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 Well… | Effect: Read | |
| 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, cl… | Effect: Read | |
| search_fee_only_advisorsChanged Use this when someone wants to find a fee-only financial advisor, financial planner, or fiduciary in the US or Canada, especially for a spe… | Effect: Read | |
| show_advisor_cardsNew 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.… | Effect: Read |