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Maze Financial Planning
Maze Financial Planning is a fee-only, Registered Investment Advisor firm located in Chapel Hill, North Carolina. We specialize in wealth strategy services...
Overview
Maze Financial Planning is a fee-only, Registered Investment Advisor firm located in Chapel Hill, North Carolina. We specialize in wealth strategy services and an evidence based approach to investing. We take our fiduciary responsibility very seriously and in doing so have codified a spend down strategy that helps maximize our clients after tax return. Our mission at Maze Financial Planning is to proactively guide our clients through the maze toward the achievement of their personal goals with customized wealth management strategies.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
Who runs investment decisions at Maze Financial Planning?
Maze Financial Planning does not publicly name its investment committee or lead advisors. As a fiduciary RIA, investment decisions are made by the firm's advisors in accordance with each client's financial plan and risk tolerance.
What is Maze Financial Planning's fee structure?
Maze Financial Planning operates as a fee-only RIA, which means it charges clients a percentage of assets under management or a flat planning fee. Firms in this category do not accept commissions or third-party compensation from fund providers.
What investment stages does Maze Financial Planning typically target?
Maze Financial Planning focuses on liquid public market investments such as stocks, bonds, and ETFs. The firm does not publicly disclose any allocation to private equity, venture capital, or direct private company deals.
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