# MAZE FINANCIAL PLANNING

MAZE FINANCIAL PLANNING of CHAPEL HILL, NC is an SEC-registered investment adviser.

## Registration

- CRD: 140934
- Type: SEC-registered investment adviser
- Location: 400 MARKET STREET, CHAPEL HILL, NC, 27516
- Phone: 919-929-4103
- Latest filing: 2026-03-31
- Regulatory AUM: $69.0M
- Discretionary AUM: $66.9M
- Non-discretionary AUM: $2.1M
- Clients: 1
- Accounts: 107

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140934/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140934/similar
- Related entities: https://search.stillhousedata.com/firm/140934/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140934

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.