Brittany Moran
Lincoln Capital · East Greenwich, Rhode Island
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.
Request an introduction to Brittany →
Specialties
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 |
| Assets under management | $418.3M across 906 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in RI, TX · CRD 4987748 |
| Exams passed | Series 66 (2006) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.lincolncapitalcorp.com |
| Profile |
How Brittany's firm compares
- Lincoln Capital's average account is about $462,000, from its Form ADV (assets managed divided by 906 accounts).
Request an introduction to Brittany
Tell Brittany a little about what you're looking for. Brittany isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brittany
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Lincoln Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.