# Laurence Menna

> Laurence Menna is a fee-only financial advisor at WealthTarget Investment Advisors in Bakersfield, California, who holds the CFP credential. Laurence focuses on divorce financial planning and retirement planning. WealthTarget Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** WealthTarget Investment Advisors
- **Based in:** Bakersfield, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $75.3M across 201 accounts
- **Credentials:** CFP
- **Specialties:** Divorce financial planning, Retirement planning
- **CRD:** 2294278 (https://adviserinfo.sec.gov/individual/summary/2294278)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1992), Series 65 (1995)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.wealthtarget.com

## Frequently asked questions

### Is Laurence Menna a fee-only financial advisor?

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

### How does Laurence charge for financial advice?

Laurence's firm, WealthTarget Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Laurence Menna based?

Laurence Menna is based in Bakersfield, California.

### What does Laurence specialize in?

Laurence's specialties include divorce financial planning and retirement planning.

### What credentials does Laurence Menna hold?

Laurence Menna holds the CFP credential.

### Is Laurence Menna registered with the SEC?

Yes. Laurence Menna is registered as an investment adviser representative in CA and TX (CRD 2294278), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does WealthTarget Investment Advisors manage?

WealthTarget Investment Advisors reports $75.3M across 201 accounts in assets under management.

### How do I contact Laurence Menna?

Through Laurence's website, www.wealthtarget.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2294278): 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 (https://wealthtarget.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.