# Brittany Moran

> Brittany Moran is a fee-only financial advisor at Lincoln Capital in East Greenwich, Rhode Island, who holds the CFP credential. Brittany focuses on retirement planning, estate & legacy planning and tax planning. Lincoln Capital reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brittany-moran/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Lincoln Capital
- **Based in:** East Greenwich, Rhode Island
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $418.3M across 906 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 4987748 (https://adviserinfo.sec.gov/individual/summary/4987748)
- **SEC registration:** Investment adviser representative in RI, TX
- **Exams passed:** Series 66 (2006)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.lincolncapitalcorp.com/

## Frequently asked questions

### Is Brittany Moran a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brittany holds no broker registration, and Lincoln Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brittany charge for financial advice?

Brittany's firm, Lincoln Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Brittany Moran based?

Brittany Moran is based in East Greenwich, Rhode Island.

### What does Brittany specialize in?

Brittany's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Brittany Moran hold?

Brittany Moran holds the CFP credential.

### Is Brittany Moran registered with the SEC?

Yes. Brittany Moran is registered as an investment adviser representative in RI and TX (CRD 4987748), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lincoln Capital manage?

Lincoln Capital reports $418.3M across 906 accounts in assets under management.

### How do I contact Brittany Moran?

Through Brittany's website, www.lincolncapitalcorp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4987748): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://lincolncapitalcorp.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.