Robert Phelps
LRC Aviation Advisors · Milwaukee, Wisconsin
Robert Phelps is a fee-only financial advisor at LRC Aviation Advisors in Milwaukee, Wisconsin. Robert 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 |
| SEC registration | Investment adviser representative in WI · CRD 2507028 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | lrcaviation.com |
How Robert'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 Robert
Is Robert Phelps a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, LRC Aviation Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Robert Phelps based?
Robert Phelps is based in Milwaukee, Wisconsin.
What does Robert specialize in?
Robert's specialties include retirement planning, estate & legacy planning and pension planning. Robert works with pre-retirees and retirees.
Is Robert Phelps registered with the SEC?
Yes. Robert Phelps is registered as an investment adviser representative in WI (CRD 2507028), 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 Robert Phelps?
Through Robert'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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