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Maze Financial Planning
Maze Financial Planning is a fiduciary RIA providing financial planning and wealth management for U.S. individuals and families.
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 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
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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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.
Is Maze Financial Planning a single-family office or a multi-family office?
Maze Financial Planning is structured as a registered investment advisor serving multiple unrelated clients, which aligns with the multi-family office or RIA model. It is not a single-family office dedicated to one family's wealth.
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.
How is Maze Financial Planning related to any parent company?
Maze Financial Planning appears to be an independent RIA with no publicly disclosed parent company or corporate owner. There is no known affiliation with a larger financial institution or family office network.
Where does the underlying wealth come from for Maze Financial Planning's clients?
The firm's clients are individuals and families who have accumulated wealth through various sources, including career earnings, business ownership, inheritance, and retirement savings. The firm does not publicly disclose specific wealth origins of its client base.
Does Maze Financial Planning maintain any philanthropic structures?
No public record indicates that Maze Financial Planning operates or is connected to any philanthropic foundation, donor-advised fund program, or charitable trust. The firm's public presence focuses solely on financial planning and advisory services.
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