# Carter Abbott

> Carter Abbott is a fee-only financial advisor at LRC Aviation Advisors in Milwaukee, Wisconsin. Carter focuses on retirement planning, estate & legacy planning and pension planning. LRC Aviation Advisors reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** LRC Aviation Advisors
- **Based in:** Milwaukee, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.17B across 2,256 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Pension planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 7384528 (https://adviserinfo.sec.gov/individual/summary/7384528)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2026)
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** https://lrcaviation.com/

## Frequently asked questions

### Is Carter Abbott a fee-only financial advisor?

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

### How does Carter charge for financial advice?

Carter's firm, LRC Aviation Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Carter Abbott based?

Carter Abbott is based in Milwaukee, Wisconsin.

### What does Carter specialize in?

Carter's specialties include retirement planning, estate & legacy planning and pension planning. Carter works with pre-retirees and retirees.

### Is Carter Abbott registered with the SEC?

Yes. Carter Abbott is registered as an investment adviser representative in WI (CRD 7384528), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does LRC Aviation Advisors manage?

LRC Aviation Advisors reports $1.17B across 2,256 accounts in assets under management.

### How do I contact Carter Abbott?

Through Carter's website, lrcaviation.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7384528): 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://lrcaviation.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.