Mari Fries has been an investment adviser representative at Tea & Taxes Company Dba ProsperiTea Planning since November 2025, and is not listed among the firm’s executive officers or direct owners. Mari Fries holds a Bachelor's degree from the University of South Florida.
Tea & Taxes Company Dba Prosperitea Planning is a Greenfield, MA firm with $177M under management, 121 clients and 4 advisers across 3 offices, as of its July 2026 filing.
Mari Fries is on the advisor team at ProsperiTea Planning, based in Greenfield, MA. She is an Enrolled Agent, a specialty in income tax that she also teaches to people seeking the certification. She is currently pursuing a Master's in Tax and a Certification in International Taxation.
- Prosperitea PlanningCurrent– present · under a yearSan Diego, CA · Adviser representative · Firm CRD 282041
Professional designations
Listed by Tea & Taxes Company Dba ProsperiTea Planning
- CFP®
- AFC®
Investment adviser representative registrations
Mari Fries is registered as an investment adviser representative in 2 states. The first approvals date from November 2025; the most recent is Massachusetts, in December 2025.
- CaliforniaSince 14 November 2025
- MassachusettsSince 3 December 2025
Examinations
No examinations are on Mari Fries’s record.
- Full name
- Mari Lynn Fries
- CRD
- 8185401
- Firm
- Tea & Taxes Company Dba ProsperiTea Planning · CRD 282041
- Office
- San Diego, CA
- Registration
- Investment adviser registration
- In the industry since
- November 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- prosperiteaplanning.com
Where does Mari Fries work?
Mari Fries is an investment adviser representative registered through Tea & Taxes Company Dba Prosperitea Planning since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Mari Fries a financial advisor?
Yes. Mari Fries has a current investment-adviser registration in California and Massachusetts, through Tea & Taxes Company Dba ProsperiTea Planning since November 2025.
How many years of experience does Mari Fries have?
Mari Fries has 0 years in the financial industry, since November 2025, across 1 adviser firm.
Where is Mari Fries based?
Mari Fries’ registered office is in San Diego, CA.
Is Mari Fries registered with FINRA?
No. Mari Fries has no current broker registration.
Is Mari Fries a CFP?
Tea & Taxes Company Dba ProsperiTea Planning lists Mari Fries with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Mari Fries’ record?
Search CRD 8185401 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mari Fries’ full registration record.
