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WealthPulse Financial Advisor Intelligence Endpoint
x402
WealthPulse Financial Advisor Intelligence Endpoint is a paid API for AI agents from wealthpulse-phi.vercel.app, paid per call via x402, $0.1/call, status unknown (last checked 2026-09-13).
Returns structured intelligence on a financial advisor including fiduciary status, credentials, fee structure, specialties, AUM, and SEC registration details
Price / call$0.1
Success—
StatusUnknown
How this service works
Where do I find a fee-only fiduciary financial advisor? Advisor finder via NAPFA, XY Planning Network, and CFP Board directories, matched by specialty and location — returns the advisor type to seek, typical fee structures, and vetting questions to ask. For wealth and personal-finance agents.
Output
Returns a JSON object containing the advisor's name, firm, AUM under management, fiduciary status (boolean), credential list (e.g. CFP, CFA), areas of specialty, fee structure description, SEC registration status, and any disciplinary history summary
Example use cases
Example prompt
“Can you look up the advisor details for Jane Doe at Vanguard Personal Advisor — I want to know if she's a fiduciary CFP, what her fee structure is, whether she's SEC registered, and if there's any disciplinary history I should know about?”
Technical details
Endpoint
GEThttps://wealthpulse-phi.vercel.app/api/wealth/advisorWhen to prefer
Use this endpoint when you need to verify, vet, or retrieve structured intelligence about a specific financial advisor — especially fiduciary status, regulatory standing, credentials, and fee transparency. Prefer this over generic web searches when you need structured, machine-readable advisor data grounded in live rate context for downstream financial planning decisions.
Side effects
- Advisor or firm not found — returns empty or null result
- Rate limiting if called excessively without valid x402 USDC payment on Base mainnet
- Payment failure if wallet lacks sufficient USDC balance
- Stale data if FRED rate feed is temporarily unavailable
- Generic 400/422 if required query parameters are missing or malformed
Input
Schema · Request body
| Field | Type | Description |
|---|---|---|
| inputrequired | object | |
| output | object |
Output
Schema · Response
{
"type": "json",
"example": {
"red_flags": [
"Reluctance to disclose all compensation",
"Pushes proprietary or annuity products"
],
"disclaimer": "For informational purposes only. Not financial advice. Always verify advisor credentials and disciplinary history through SEC IAPD and FINRA BrokerCheck before engaging.",
"amazon_link": "https://www.amazon.com/s?k=choosing+a+financial+advisor&tag=pulsenetwork7-20",
"directories": [
{
"url": "https://www.napfa.org/find-an-advisor",
"name": "NAPFA",
"best_for": "fee-only fiduciary search by specialty",
"search_tip": "Filter by \"Retirement Income Planning\""
}
],
"why_fee_only": "Fee-only advisors do not earn commissions on products, removing the incentive to sell you something",
"amazon_search": "choosing a financial advisor",
"fee_expectations": {
"aum": "0.25%-1.00% annually, usually only worth it above $250K",
"hourly": "$150-$400/hr",
"flat_fee": "$2,000-$5,000 for a comprehensive plan"
},
"questions_to_ask": [
"Are you a fiduciary at all times, or only sometimes?",
"How exactly are you compensated?"
],
"regulatory_check": {
"note": "Search by firm and individual name for disciplinary history",
"sec_iapd": "https://adviserinfo.sec.gov",
"finra_brokercheck": "https://brokercheck.finra.org"
},
"what_to_look_for": [
"CFP or CFA credential",
"Fee-only (not fee-based)",
"Fiduciary at all times"
],
"advisor_type_recommendation": "Fee-only, fiduciary CFP with a retirement-income specialty"
}
}Tags
x402
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