# Harvey Kraus

> Harvey Kraus is a fee-only financial advisor at Walnut Investment Services in Brooklyn, New York. Harvey focuses on retirement planning, tax planning and estate & legacy planning. Walnut Investment Services reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Walnut Investment Services
- **Based in:** Brooklyn, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $94M across 308 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners
- **CRD:** 4519827 (https://adviserinfo.sec.gov/individual/summary/4519827)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 65 (2000)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.walnutfund.com

## Frequently asked questions

### Is Harvey Kraus a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Harvey holds no broker registration, and Walnut Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Harvey charge for financial advice?

Harvey's firm, Walnut Investment Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Harvey Kraus based?

Harvey Kraus is based in Brooklyn, New York.

### What does Harvey specialize in?

Harvey's specialties include retirement planning, tax planning, estate & legacy planning and small business owners.

### Is Harvey Kraus registered with the SEC?

Yes. Harvey Kraus is registered as an investment adviser representative in NY (CRD 4519827), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Walnut Investment Services manage?

Walnut Investment Services reports $94M across 308 accounts in assets under management.

### How do I contact Harvey Kraus?

Through Harvey's website, www.walnutfund.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4519827): 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 (http://www.walnutfund.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.