Tammy Pompei
Braun-Bostich & Associates · Canonsburg, Pennsylvania
Tammy Pompei is a fee-only financial advisor at Braun-Bostich & Associates in Canonsburg, Pennsylvania, who holds the CFP credential. Tammy focuses on physicians & residents, retirement planning and estate & legacy planning. Braun-Bostich & Associates reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Retirees
- Pre-retirees
- High earners
Facts
| Firm | Braun-Bostich & Associates |
|---|---|
| Based in | Canonsburg, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $249.6M across 972 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6590708 |
| Exams passed | Series 66 (2017) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.braun-bostich.com |
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Questions about Tammy
Is Tammy Pompei a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tammy holds no broker registration, and Braun-Bostich & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tammy charge for financial advice?
Tammy's firm, Braun-Bostich & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Tammy charge?
According to Braun-Bostich & Associates's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Tammy Pompei based?
Tammy Pompei is based in Canonsburg, Pennsylvania.
What does Tammy specialize in?
Tammy's specialties include physicians & residents, retirement planning, estate & legacy planning, tax planning, divorce financial planning and pension planning. Tammy works with physicians, retirees, pre-retirees and high earners.
What credentials does Tammy Pompei hold?
Tammy Pompei holds the CFP credential.
Is Tammy Pompei registered with the SEC?
Yes. Tammy Pompei is registered as an investment adviser representative in PA (CRD 6590708), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Braun-Bostich & Associates manage?
Braun-Bostich & Associates reports $249.6M across 972 accounts in assets under management.
How do I contact Tammy Pompei?
Through Tammy's website, www.braun-bostich.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
- Braun-Bostich & Associates 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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