Mari Fries
ProsperiTea Planning · San Diego, California
Mari Fries is a fee-only financial advisor at ProsperiTea Planning in San Diego, California, who holds the CFP credential. Mari charges a one-time planning fee and focuses on tax planning.
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Specialties
Facts
| Firm | ProsperiTea Planning |
|---|---|
| Based in | San Diego, California |
| Fee model | One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $176.9M across 579 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MA · CRD 8185401 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.prosperiteaplanning.com |
| Profile |
How Mari's firm compares
- ProsperiTea Planning's average account is about $306,000, from its Form ADV (assets managed divided by 579 accounts).
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Questions about Mari
Is Mari Fries a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mari holds no broker registration, and ProsperiTea Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mari charge for financial advice?
Mari charges a one-time planning fee.
Where is Mari Fries based?
Mari Fries is based in San Diego, California.
What does Mari specialize in?
Mari's specialties include tax planning.
What credentials does Mari Fries hold?
Mari Fries holds the CFP credential.
Is Mari Fries registered with the SEC?
Yes. Mari Fries is registered as an investment adviser representative in CA and MA (CRD 8185401), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ProsperiTea Planning manage?
ProsperiTea Planning reports $176.9M across 579 accounts in assets under management.
How do I contact Mari Fries?
Through Mari's website, www.prosperiteaplanning.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
- ProsperiTea 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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