Sean McGuirk
Lincoln Capital · Uxbridge, Massachusetts
Sean McGuirk is a fee-only financial advisor at Lincoln Capital in Uxbridge, Massachusetts, who holds the CFA credential. Sean 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.
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Specialties
Facts
| Firm | Lincoln Capital |
|---|---|
| Based in | Uxbridge, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $418.3M across 906 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA, RI, TX · CRD 6580971 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.lincolncapitalcorp.com |
How Sean's firm compares
- Lincoln Capital's average account is about $462,000, from its Form ADV (assets managed divided by 906 accounts).
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Questions about Sean
Is Sean McGuirk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean 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 Sean charge for financial advice?
Sean's firm, Lincoln Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sean McGuirk based?
Sean McGuirk is based in Uxbridge, Massachusetts.
What does Sean specialize in?
Sean's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Sean McGuirk hold?
Sean McGuirk holds the CFA credential.
Is Sean McGuirk registered with the SEC?
Yes. Sean McGuirk is registered as an investment adviser representative in MA, RI and TX (CRD 6580971), 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 Sean McGuirk?
Through Sean'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.
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