William Bunch
Maze Financial Planning · Chapel Hill, North Carolina
William Bunch is a fee-only financial advisor at Maze Financial Planning in Chapel Hill, North Carolina, who holds the CFP credential. William focuses on retirement planning, estate & legacy planning and tax planning. Maze Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Maze Financial Planning |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $69.0M across 107 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6657533 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mazefp.com |
| Profile |
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Questions about William
Is William Bunch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Maze Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Maze Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is William Bunch based?
William Bunch is based in Chapel Hill, North Carolina.
What does William specialize in?
William's specialties include retirement planning, estate & legacy planning, tax planning, family wealth transfer and small business owners. William works with multi-generational families.
What credentials does William Bunch hold?
William Bunch holds the CFP credential.
Is William Bunch registered with the SEC?
Yes. William Bunch is registered as an investment adviser representative in NC (CRD 6657533), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Maze Financial Planning manage?
Maze Financial Planning reports $69.0M across 107 accounts in assets under management.
How do I contact William Bunch?
Through William's website, www.mazefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Maze Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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