Return Kitces Research advisor practice benchmark data for independent and RIA-affiliated financial advisors. Covers median and top-quartile metrics across five categories: - revenue: revenue per client, total firm revenue, growth rates - fees: AUM fee schedules, retainer and hourly rates - techn...
Part of the Fintel Discovery — Financial Intelligence for AI Agents server.
Free to start. No card required.
AI agents call GetAdvisorBenchmarks to retrieve information from Fintel Discovery — Financial Intelligence for AI Agents without modifying any data. This is common in research, monitoring, and reporting workflows where the agent needs context before taking action. Because read operations don't change state, they are generally safe to allow without restrictions -- but you may still want rate limits to control API costs.
Even though GetAdvisorBenchmarks only reads data, uncontrolled read access can leak sensitive information or rack up API costs. An agent caught in a retry loop could make thousands of calls per minute. A rate limit gives you a safety net without blocking legitimate use.
Read-only tools are safe to allow by default. No rate limit needed unless you want to control costs.
{
"version": "1",
"default": "deny",
"tools": {
"GetAdvisorBenchmarks": {}
}
}See the full Fintel Discovery — Financial Intelligence for AI Agents policy for all 32 tools.
These attack patterns abuse exactly the kind of access GetAdvisorBenchmarks gives an agent. Each links to the full case and the policy that stops it:
Other read tools across the catalogue. The same approach applies to each: allow, with a rate cap to control cost.
Return Kitces Research advisor practice benchmark data for independent and RIA-affiliated financial advisors. Covers median and top-quartile metrics across five categories: - revenue: revenue per client, total firm revenue, growth rates - fees: AUM fee schedules, retainer and hourly rates - technology: software adoption rates and tech spend - staffing: headcount, capacity, and support ratios - clients: household counts, AUM per client, retention rates Set category='all' (default) to retrieve all categories at once. Source: Kitces Research annual advisor benchmarking survey (2023–2024). No API key required — data is embedded as curated static reference.. It is categorised as a Read tool in the Fintel Discovery — Financial Intelligence for AI Agents MCP Server, which means it retrieves data without modifying state.
Register the Fintel Discovery — Financial Intelligence for AI Agents MCP server in PolicyLayer and add a rule for GetAdvisorBenchmarks: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Fintel Discovery — Financial Intelligence for AI Agents. Nothing to install.
GetAdvisorBenchmarks is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the GetAdvisorBenchmarks rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.
Set action: deny in the PolicyLayer policy for GetAdvisorBenchmarks. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.
GetAdvisorBenchmarks is provided by the Fintel Discovery — Financial Intelligence for AI Agents MCP server (https://ai.fin-discovery.com/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Deterministic rules across all 32 Fintel Discovery — Financial Intelligence for AI Agents tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.
Free to start. No card required.
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