Maze Financial Planning, LLC

Maze Financial Planning, LLC (CRD# 140934) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $47,361,418 in 147 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $322,187
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Maze Financial Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William H. Bunch
CRD#: 5174410
102 Market Street, Suite 101, Chapel Hill, NC 27516
93
Wealthminder
score

William Bunch (CRD# 5174410) is an Investment Advisor Representative working at Maze Financial Planning, LLC in Chapel Hill, NC and has over 10 years of experience in the finance industry.

2
William H. Bunch
CRD#: 6657533
102 Market Street, Suite 103, Chapel Hill, NC 27516
90
Wealthminder
score

William Bunch (CRD# 6657533) is an Investment Advisor Representative working at Maze Financial Planning, LLC in Chapel Hill, NC and has 1 year of experience in the finance industry.

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