# Maze Financial Planning

> Maze Financial Planning is a state-registered investment advisory firm in Chapel Hill, NC, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 140934
- Filed as: MAZE FINANCIAL PLANNING
- Legal name: Maze Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chapel Hill, NC
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/140934
- AdvisorCensus page: https://advisorcensus.com/firm/maze-financial-planning-chapel-hill-nc-140934

## Quick answers

**How is Maze Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Maze Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Maze Financial Planning located?**
Maze Financial Planning's principal office is in Chapel Hill, NC, according to its Form ADV.

**Is Maze Financial Planning registered with the SEC or a state?**
Maze Financial Planning is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 140934.

**How much does Maze Financial Planning manage?**
Maze Financial Planning reports $69,002,832 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (97% discretionary).

**What types of clients does Maze Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26); high net worth individuals (5); charitable organizations (2).

**Does Maze Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/140934

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $69,002,832
- Discretionary: $66,901,826
- Non-discretionary: $2,101,006

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $27,592,169 |
| High net worth individuals | 5 | $38,940,683 |
| Charitable organizations | 2 | $2,469,980 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mazefp.com
- LinkedIn @MAZE-FINANCIAL-PLANNING-LLC
- YouTube @UCIEMWFV81M8_69B0M2X7TZG

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maze Financial Planning (CRD 140934): Form ADV filing data as of October 2026.