Mari Fries
Advisor at ProsperiTea Planning
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Mari Fries is a CFP® professional with experience in tax preparation and financial advising. She currently works at ProsperiTea Planning and owns Lead Turn Consulting, where she provides tax preparation and advisory services. Fries has prior experience with the National Association of Tax Professionals, Zeiders Enterprises, and HR Block. ProsperiTea Planning serves individuals, families, closely held businesses, and trustees by offering fee-only financial planning, discretionary investment management, and integrated tax and administrative services. The firm combines tax preparation with investment advice through a retainer model and employs a team including CPA, EA, CFA, and CFP professionals.
Client services
Based on ProsperiTea Planning
Financial planning
Portfolio management
Educational seminars or workshops
Tax planning and preparation
Expertise
Based on ProsperiTea Planning
Tax-loss harvesting
Retirement withdrawal strategies
General retirement planning
Charitable giving tax strategies
College savings (529s, UTMA, etc.)
Fee options
Hourly financial planning fee at $359/hour, offered only to prior Tea & Taxes clients
Minimum fee: Minimum annual retainer fee of $7,500 for new clients under the Open Retainer model Fee-only: Annual retainer fee based on client's income, net worth, and complexity; minimum $7,500; limited retainer and project-based planning options also available
Location
San Diego, CA
Most active in
Mari F has reported serving >5 clients in these states in the last 12 months.
California · Massachusetts
Work history
ProsperiTea Planning
2025 - Present (1 year)
National Association of Tax Professionals
2023 - 2024 (1 year)
Lead Turn Consulting
2023 - Present (3 years)
Zeiders Enterprises
2020 - 2022 (2 years)
HR Block
2009 - 2023 (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Senaida B
Series 65, Series 66
Montague, MA
Clarity Wealth Management LLC
Melissa S
Series 65
Greenfield, MA
SweetMoney
Jennifer L
CFP®, Series 63, Series 65
Greenfield, MA
Compass Planning Associates, Inc.
Steve K
CFP®, Series 63, Series 65
Greenfield, MA
Orbis Wealth Management
Wendy Suzanne M
CFP®
Greenfield, MA
ProsperiTea Planning
Samuel P
CFA®
Greenfield, MA
ProsperiTea Planning
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