Harvey Kraus
Walnut Investment Services · Brooklyn, New York
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.
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Specialties
Facts
| Firm | Walnut Investment Services |
|---|---|
| Based in | Brooklyn, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $94M across 308 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4519827 |
| Exams passed | Series 65 (2000) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.walnutfund.com |
| Profile |
How Harvey's firm compares
- Walnut Investment Services's average account is about $305,000, from its Form ADV (assets managed divided by 308 accounts).
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Questions about Harvey
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.
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
- Walnut Investment Services 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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