# Ava Pompay

> Ava Pompay is a fee-only financial advisor at Prosperity Wealth Planning in Irvine, California, who holds the CFP credential. Ava charges a percentage of assets and a flat fee or retainer (typically works with clients with $1,000,000 or more) and focuses on retirement planning.

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

## Facts

- **Firm:** Prosperity Wealth Planning
- **Based in:** Irvine, California
- **Fee model:** Percentage of assets; Flat fee or retainer
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $269.2M across 621 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 8249380 (https://adviserinfo.sec.gov/individual/summary/8249380)
- **SEC registration:** Investment adviser representative in CA, TX
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://prosperitywealthplanning.com

## Frequently asked questions

### Is Ava Pompay a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ava holds no broker registration, and Prosperity Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ava charge for financial advice?

Ava charges a percentage of assets and a flat fee or retainer.

### How much does Ava charge?

According to Prosperity Wealth Planning's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is Ava Pompay based?

Ava Pompay is based in Irvine, California.

### What does Ava specialize in?

Ava's specialties include retirement planning. Ava works with retirees and pre-retirees.

### What credentials does Ava Pompay hold?

Ava Pompay holds the CFP credential.

### Is Ava Pompay registered with the SEC?

Yes. Ava Pompay is registered as an investment adviser representative in CA and TX (CRD 8249380), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Prosperity Wealth Planning manage?

Prosperity Wealth Planning reports $269.2M across 621 accounts in assets under management.

### How do I contact Ava Pompay?

Through Ava's website, prosperitywealthplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8249380): 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://prosperitywealthplanning.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.