Maze Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$69,002,832
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
31
16% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
31
Average account size
$2,225,898
About
Maze Financial Planning provides investment management and financial planning for individuals as well as a range of organizational clients, including private foundations, charitable organizations, and participant‑directed retirement plans. Services described in the brochure include written financial plans, ongoing portfolio management and rebalancing, and plan‑level consulting for pension, profit‑sharing and qualified retirement arrangements.
The firm’s investment approach emphasizes long‑term, diversification‑centered strategies grounded in Modern Portfolio Theory and implemented through written investment policy statements. Portfolios are typically constructed using institutional, passively oriented mutual funds and ETFs, may incorporate third‑party model portfolios, and can include ESG/custom impact strategies; fixed‑income mandates and sub‑advisory models are used where appropriate, and Monte Carlo analysis and periodic reviews inform allocation decisions.
What distinguishes the firm from many peers is the explicit inclusion of charitable organizations in its client base and the provision of pension/retirement‑plan consulting services that include fiduciary plan advice, participant education, and monitoring of plan investments. The brochure also discloses a formal relationship with a sub‑adviser that supplies model portfolios, fixed‑income management and back‑office support, and that can provide a limited succession function to maintain client services in the adviser’s absence.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
ESG / Sustainable investing
Fee options
$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
Main office location
Maze Financial Planning
400 Market Street, Suite 105 B
Chapel Hill NC 27516, United States
Number of offices
1
Most active in
Maze Financial Planning has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")