Charles Allison
LRC Aviation Advisors · Milwaukee, Wisconsin
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | LRC Aviation Advisors |
|---|---|
| Based in | Milwaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.17B across 2,256 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in WI · CRD 5854122 |
| Exams passed | Series 63 (2012) · Series 65 (2014) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | lrcaviation.com |
How Charles's firm compares
- LRC Aviation Advisors's average account is about $517,000, from its Form ADV (assets managed divided by 2,256 accounts).
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Questions about Charles
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.
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
- LRC Aviation Advisors 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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