Firm
Lincoln Capital
East Greenwich, Rhode Island
Fee-only
Lincoln Capital at a glance
- One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 6 employees and 265 individual clients, 116 of them high net worth.
- Its average account is about $462,000 (assets it manages divided by its 906 accounts).
Facts
| Based in | East Greenwich, Rhode Island |
|---|---|
| Website | lincolncapitalcorp.com |
| Phone | (401) 454-3040 |
Lincoln Capital fees
Lincoln Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $418 million |
| Individual clients | 149 |
| High-net-worth clients | 116 |
| Accounts managed | 906 |
| Employees | 6 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-38517) |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 109922 |