Ava Pompay
Prosperity Wealth Planning · Irvine, California
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $269.2M across 621 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 8249380 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | prosperitywealthplanning.com |
How Ava's firm compares
- Prosperity Wealth Planning's average account is about $434,000, from its Form ADV (assets managed divided by 621 accounts).
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Questions about Ava
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Prosperity Wealth Planning 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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