Mark Blinderman
Walnut Investment Services · Brooklyn, New York
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.
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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 4519825 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.walnutfund.com |
| Profile |
How Mark'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 Mark
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.
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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