PlannerFees

Wealthtarget Investment Advisors, LLC fees and pricing

Financial planner in Bakersfield, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 6, 2026, Wealthtarget Investment Advisors, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Our hourly fee is $250.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wealthtarget Investment Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “WealthTarget® Strategy Financial Planning Financial plans and consultations are billed on an hourly basis.”
  • “The remainder of the fee will be directly billed to the client and due within 30 days of a financial plan being delivered or consultation rendered.”
  • “Our firm bills on cash unless indicated otherwise in writing.”

How Wealthtarget Investment Advisors, LLC’s fees compare

  • Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
  • 1 of the 2 other planners in Bakersfield that publish an hourly rate charge less.

About Wealthtarget Investment Advisors, LLC

“Investment selection is also customized in an attempt to utilize investments that may offer more taxefficiency (municipal bonds or exchange-traded funds, for example) for non-retirement accounts, depending on the client’s current income tax situation.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Laurence E. Menna
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Founded: 2002 (24 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Divorce

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
99
Employees
1
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed
$75,339,068
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
124036
Website
wealthtarget.com (opens in new tab)
Phone
(661) 837-8500

Other planners in Bakersfield that publish fees

Compare all 11 planners in Bakersfield

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.