Walnut Investment Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$90,300,000
Clients
193
Advisors
2
of 2 employees
About
Walnut Investment Services provides fee‑only investment advisory and financial planning services to individuals and families and also works with small businesses, pension plans, and trusts and estates. The firm manages client portfolios on a discretionary basis and offers consultative hourly engagements for clients who prefer to actively manage their own assets.
The firm’s investment approach emphasizes fundamental securities analysis and asset allocation, with a principal focus on long‑term investing and periodic short‑term trades as needed; managed accounts are monitored daily and reviewed monthly. The brochure notes the firm uses custodians (primarily Fidelity) for account implementation and that advisors work with clients on related tax, retirement, and estate planning issues.
A distinctive feature is that one of the firm’s principals is a practicing accountant and IRS Enrolled Agent who devotes roughly half of his time to an accounting practice, creating an operational affiliation between advisory and tax/accounting services. The brochure also lists the firm’s website and contact information and indicates the firm advertises third‑party ratings in its marketing materials, a practice that is uncommon among peers.
Client services
Expertise
Occupation focus
Fee options
$0+: 1% annually for equity accounts $0+: 0.25% annually for fixed income accounts
Up to $150 per hour for consultations depending on complexity
Fee-only: 1% annually for equity accounts; 0.25% annually for fixed income accounts, billed quarterly
Main office
1018 8th Avenue
Brooklyn NY 11215
Advisors at this office
2
Most active in
Florida · New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Mark B
Brooklyn, NY
Walnut Investment Services LLC
Mark Blinderman is a financial advisor at Walnut Investment Services LLC with 19 years of industry experience. He has been with Walnut Investment Services since 2001. Walnut Investment Services primarily serves individuals and families, as well as small businesses, pension plans, and trusts, offering fee-only investment advisory and financial planning services. The firm emphasizes fundamental securities analysis and asset allocation, providing both discretionary portfolio management and consultative guidance tailored to client goals.
Harvey K
Series 65
Brooklyn, NY
Walnut Investment Services LLC
Harvey Kraus is a financial advisor at Walnut Investment Services LLC with 19 years of industry experience. He holds a Series 65 designation and has been a principal and managing partner at Walnut since 2001. In addition to his advisory work, he has maintained an accounting and tax preparation practice since 1980. Walnut Investment Services primarily serves individuals and families, as well as small businesses, pension plans, and trusts, offering fee-only investment advisory and financial planning services. The firm’s approach emphasizes fundamental securities analysis and asset allocation, with a focus on long-term holdings supported by regular account monitoring and use of third-party research.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)