Gerald Howell
Arlington Wealth Management · Arlington Heights, Illinois
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.
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Specialties
Who they serve
- Founders
- Multi-generational families
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 |
| Assets under management | $235.9M across 750 accounts |
| SEC registration | Investment adviser representative in IL · CRD 5850165 |
| Exams passed | Series 66 (2010) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.arlington-capital.com |
How Gerald's firm compares
- Arlington Wealth Management's average account is about $315,000, from its Form ADV (assets managed divided by 750 accounts).
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Questions about Gerald
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.
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
- Arlington Wealth Management 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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