Parameters8
| Parameter | Type | Default | Example |
|---|---|---|---|
action | string | null | find (required; valid: find | compare | vet) |
advisors | string | null | Advisor A 1% AUM, Advisor B flat fee (required for action=compare) |
firm | string | null | Smith Wealth Management (optional; required alongside name for action=vet) |
lang | string | null | en | es | fr | de | zh | pt | hi | ar |
location | string | null | Denver, CO (optional; sharpens action=find directory results) |
name | string | null | John Smith (advisor name; required for action=vet) |
situation | string | null | recently widowed, consolidating retirement accounts (optional context) |
specialty | string | null | retirement planning (required for action=find; free text, e.g. tax, estate, investment) |