RIA Intel›Advisers›North Carolina›MAZE FINANCIAL PLANNING, LLC

MAZE FINANCIAL PLANNING, LLC

Advisory

CHAPEL HILL, NC

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in NC
#460
of 516 advisers by AUM
Average account
$645K
across 107 accounts
AUM per adviser
$69M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$69M
Discretionary %
97%
Clients
33
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$69M
Discretionary AUM$67M
Non-Discretionary AUM$2M
Discretionary %97%
Total Clients33
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

PIECAPITAL WEALTH MANAGEMENT LLC
RALEIGH, NC
$69M
BLASER INVESTMENT MANAGEMENT GROUP, LLC
BURLINGTON, NC
$69M
-8.9% 1Y
NERY ASSET MANAGEMENT, LLC
ASHEVILLE, NC
$69M
-26.5% 1Y
CP ADVISORS, INC.
CLINTON, NC
$70M
MILLER PORTFOLIO ADVISORS, LLC
RALEIGH, NC
$67M
+8.3% 1Y
GRANVILLE WEALTH MANAGEMENT, INC.
$67M

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