Walnut Investment Services LLC fees

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change.

Hourly rate

Up to $150/hr

Capped at $150, at or below the Brooklyn median of $275. Capped at $150, at or below the New York median of $300.

“Walnut Investment Services charges up to $150 per hour for such consultations, depending on the complexity of client’s situation.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets

Yes

Minimum

None stated in the brochure

Team size

2 employees

About Walnut Investment Services LLC

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees and a percentage of assets under management

Clients

193

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$94 million

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported on Form ADV as of April 6, 2026

CRD number

113666 (opens in new tab)

Website

walnutfund.com (opens in new tab)

Phone

(718) 788-1972

Registered or notice filed in 3 states: Florida, New Jersey, New York

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