MAZE FINANCIAL PLANNING

MAZE FINANCIAL PLANNING of CHAPEL HILL, NC is an SEC-registered investment adviser (CRD 140934). Regulatory assets under management: $69.0M.

Registration

• CRD: 140934
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140934 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search