# Charles Allison

> Charles Allison is a fee-only financial advisor at LRC Aviation Advisors in Milwaukee, Wisconsin, who holds the CFP and ChFC credentials. Charles 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/charles-allison/
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
- **Credentials:** CFP, ChFC
- **Specialties:** Retirement planning, Estate & legacy planning, Pension planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 5854122 (https://adviserinfo.sec.gov/individual/summary/5854122)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 63 (2012), Series 65 (2014)
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** https://lrcaviation.com/

## Frequently asked questions

### Is Charles Allison a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charles 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 Charles charge for financial advice?

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

### Where is Charles Allison based?

Charles Allison is based in Milwaukee, Wisconsin.

### What does Charles specialize in?

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

### What credentials does Charles Allison hold?

Charles Allison holds the CFP and ChFC credentials.

### Is Charles Allison registered with the SEC?

Yes. Charles Allison is registered as an investment adviser representative in WI (CRD 5854122), 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 Charles Allison?

Through Charles's website, lrcaviation.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5854122): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.