Maze Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Assets Under Management On the first $1,000,000 On the next $4,000,000 On the next $5,000,000 On all amounts above $10,000,000 Buckingham Strategic Partner’s Annual Fee 0.20% 0.15% 0.08% 0.05% 6 MAZE’s Annual Fee Total Annual Fee 0.70% 0.45% 0.25% 0.15% 0.90% 0.60% 0.33% 0.20% Financial Planning Services Fees for…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Maze Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (date of first trade or date assets transferred in).”
• “Advisor retains the right not to invoice client until the account begins investing in the agreed upon investment policy strategy.”
• “Clients should verify the accuracy of the fee calculations in such invoices.”

How Maze Financial Planning’s fees compare

• Its hourly rate of $350 is above the North Carolina median of $300. 67% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 8 of the 11 other planners in Chapel Hill that publish an hourly rate charge less.

About Maze Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

31

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$69,002,832

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

140934

Website

youtube.com/channel/uciemwfv81m8_69b0m2x7tzg (opens in new tab)

Phone

(919) 929-4103

Other planners in Chapel Hill that publish fees

• Absher Wealth Management, LLCChapel Hill$20,000
• Amphora Wealth Management, LLCChapel Hill$50⁠-⁠$800/hr, $10,000⁠-⁠$50,000
• Bolin Creek Wealth Advisors LLCChapel Hill$335/hr, $7,500⁠-⁠$50,000/yr
• CH Capital ManagementChapel Hill$250/hr, $5,000
• Frazier Financial Consultants, LLCChapel Hill$300/hr
• Hilltop Wealth Advisors, LLCChapel Hill$5,000⁠-⁠$50,000

Compare all 21 planners in Chapel Hill