Advisor at Maze Financial Planning
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Firm
Maze Financial Planning
Location
Chapel Hill, NC 27516
Credentials
CFP®, Series 65
Industry experience
9 years
William Bunch is a CFP® and Series 65-registered advisor with nine years of industry experience. He is the sole advisor at Maze Financial Planning, an independent firm based in Chapel Hill, NC, where he has worked since 2016. Prior to founding the firm, he was employed at UNCW from 2013 to 2016. Maze Financial Planning serves individuals, family entities, trusts and estates, small businesses, and charitable organizations, providing discretionary and non-discretionary portfolio management, written financial planning, and participant-directed retirement plan advisory services. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and offers custom sustainable/ESG investment options.
Based on Maze Financial Planning
$0 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
$350.00 per hour for financial planning and consulting services
Account minimum: $250,000 Fee-only: $350.00 per hour for financial planning and consulting services
400 Market Street, Suite 105 B
Chapel Hill, NC 27516
North Carolina
Maze Financial Planning, LLC
2022 - Present (4 years)
Maze Financial Planning, LLC
2017 - 2022 (5 years)
Maze Financial Planning, LLC
2016 - 2017 (1 year)
UNCW
2013 - 2016 (3 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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