Laurence Menna
WealthTarget Investment Advisors · Bakersfield, California
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.
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Specialties
Facts
| Firm | WealthTarget Investment Advisors |
|---|---|
| Based in | Bakersfield, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $75.3M across 201 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2294278 |
| Exams passed | Series 63 (1992) · Series 65 (1995) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wealthtarget.com |
How Laurence's firm compares
- WealthTarget Investment Advisors's average account is about $375,000, from its Form ADV (assets managed divided by 201 accounts).
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Questions about Laurence
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bakersfield
Other advisors in California who focus on divorce financial planning
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
- WealthTarget Investment Advisors 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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