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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Vertex ember
- Established Date
- 07-05-2006
- Office Locations
- 1
Office Locations
About Maze Financial Planning
Maze Financial Planning is a family-run RIA in Chapel Hill, NC led by CFP professional William H. Bunch II. The firm serves individuals and families with investing and wealth management, integrating tax and estate planning with multi-generational transfer and charitable giving. Portfolio management and asset allocation emphasize evidence-based design, implementation, ongoing monitoring, rebalancing, and tax-loss harvesting; custody includes Schwab.
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Owner & Executives
WILLIAM HENRY BUNCH II
Certified Financial Planner, Chief Compliance Officer, Managing Member, President
- CRD
- #6657533
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,901,826 | -- |
| Non-Discretionary | $2,101,006 | -- |
| Total | $69,002,832 | -- |
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Separately Managed Accounts
Total SMA Asset: $69,002,832
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $510,500,151 | 13.4% |
| Municipal Bonds | $1,333,395,917 | 35.0% |
| Cash | $323,824,723 | 8.5% |
| U.S. Government/Agency | $1,641,981,828 | 43.1% |
| Total | $3,809,702,619 | 100.0% |