W Wellspent
Pricing

Annual membership.
Compounding presence.

Wellspent is priced as infrastructure — not advertising. Every plan is annual, every plan includes the full graph, and there is no pay-for-placement.

Solo

$750 / year

For independent, fee-only advisors claiming their canonical record.

  • One canonical advisor record
  • Structured expertise + geography + audience mapping
  • Inclusion across every specialty, metro, and list you fit
  • Schema.org + llms.txt machine-readable presence
  • Quarterly synthesis reviews
  • Citation-aware distribution
Apply for Solo
Most firms start here

Firm

$1,500 / year

For fee-only RIAs with a cohesive team and multiple advisor records.

  • Canonical firm record + up to 5 advisor records
  • Team positioning, specializations, and audience fit modeled per advisor
  • Firm-level specialties and geographies in the graph
  • Priority graph updates and new-taxonomy access
  • Firm dashboard (rolling out Q3 2026)
  • Everything in Solo
Apply for Firm

Enterprise

Custom

Multi-office firms, networks, and large RIAs that need custom graph treatment.

  • Unlimited advisor records
  • Multi-office geographies
  • Custom specialty taxonomies
  • Bulk intake + ongoing governance
  • Private advisor graph extensions
  • Dedicated liaison
Talk to us
What you don't pay for

No placement. No pay-to-rank. No click fees.

You do not pay for inclusion on list pages.

Inclusion is structural. If your record fits, you're on the list — always.

You do not pay per click or per lead.

Membership is annual. No click economics, no bid auctions, no lead marketplace.

You do not pay to rank higher.

Ordering on public surfaces reflects fit to the query, not willingness to pay.

You do not lose your record if you pause.

A lapsed membership keeps your canonical record as a reference entry. The compounding distribution pauses; the structural footprint remains.

Ready to secure your canonical presence?

The founding cohort pricing ends when the first 500 advisors are in the graph.

Apply for membership