Lincoln Capital Corporation fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,200⁠-⁠$5,000

“These fees are negotiable but generally range from $1,200 to $5,000 on a fixed fee basis depending upon the level and scope of the services and the professional engaged to render the services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Lincoln Capital Corporation bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”
• “Upon termination of any account, any unpaid fees will be due and payable.”
• “Generally, Lincoln Capital requires the payment of the fixed fee upon completion of the financial plan.”

How Lincoln Capital Corporation’s fees compare

• Its flat or project fee of $1,200-$5,000 spans the Rhode Island median of $3,625. 38% of the 13 other Rhode Island planners that publish a flat or project fee charge less.

About Lincoln Capital Corporation

• Firm size: 6 employees.
• Credentials named in the brochure: ChFC® and CFA.
• Registered as an adviser: 1991 (35 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

265

Employees

6

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$418,266,246

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

109922

Website

linkedin.com/company/lincoln-capital (opens in new tab)

Phone

(401) 454-3040

Can advise clients in 9 states: Florida, Massachusetts, North Carolina, New Hampshire, New York, Rhode Island, Texas, Virginia, Vermont

Other planners in East Greenwich that publish fees

• Forbes Financial Planning, Inc.East Greenwich$400/hr, $4,000
• Alvarez & Associates FinancialCentral Falls$200/hr, $750⁠-⁠$1,500
• Axis Wealth Partners, LLCEast Providence$150/hr, $250⁠-⁠$2,500
• Blue Chip Financial Advisors, LLCEast Providence$250/hr
• Bountiful Investment Management LLCRumford$250/hr, $500⁠-⁠$5,000
• Breachway Investments, LLCCharlestown$200/hr

Compare all 42 planners in Rhode Island