Maze Financial Planning

Maze Financial Planning (CRD# 140934) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $56,367,345 in 94 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
400 Market Street, Suite 105b, Chapel Hill, NC 27516
http://www.mazefp.com
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $599,653
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
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Maze Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
William Bunch, financial advisor Chapel Hill NC
William H. Bunch
CRD#: 6657533
400 Market Street, Suite 105b, Chapel Hill, NC 27516

William Bunch (CRD# 6657533) is an Investment Advisor Representative working at Maze Financial Planning in Chapel Hill, NC and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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