# Gerald Howell

> Gerald Howell is a fee-only financial advisor at Arlington Wealth Management in Arlington Heights, Illinois. Gerald focuses on tax planning, estate & legacy planning and small business owners. Arlington Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Arlington Wealth Management
- **Based in:** Arlington Heights, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $235.9M across 750 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Small business owners, Family wealth transfer
- **Works with:** Founders, Multi-generational families
- **CRD:** 5850165 (https://adviserinfo.sec.gov/individual/summary/5850165)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 66 (2010)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.arlington-capital.com

## Frequently asked questions

### Is Gerald Howell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gerald holds no broker registration, and Arlington Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gerald charge for financial advice?

Gerald's firm, Arlington Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Gerald Howell based?

Gerald Howell is based in Arlington Heights, Illinois.

### What does Gerald specialize in?

Gerald's specialties include tax planning, estate & legacy planning, small business owners and family wealth transfer. Gerald works with founders and multi-generational families.

### Is Gerald Howell registered with the SEC?

Yes. Gerald Howell is registered as an investment adviser representative in IL (CRD 5850165), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Arlington Wealth Management manage?

Arlington Wealth Management reports $235.9M across 750 accounts in assets under management.

### How do I contact Gerald Howell?

Through Gerald's website, www.arlington-capital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5850165): 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://arlington-wealth.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.