# Mark Blinderman

> Mark Blinderman is a fee-only financial advisor at Walnut Investment Services in Brooklyn, New York. Mark 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/mark-blinderman/
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:** 4519825 (https://adviserinfo.sec.gov/individual/summary/4519825)
- **SEC registration:** Investment adviser representative in NY
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.walnutfund.com

## Frequently asked questions

### Is Mark Blinderman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark 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 Mark charge for financial advice?

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

### Where is Mark Blinderman based?

Mark Blinderman is based in Brooklyn, New York.

### What does Mark specialize in?

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

### Is Mark Blinderman registered with the SEC?

Yes. Mark Blinderman is registered as an investment adviser representative in NY (CRD 4519825), 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 Mark Blinderman?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4519825): 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.