William Henry Bunch

Employer firm

Maze Financial Planning CRD 140934

$69.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 07/2017
  Maze Financial Planning, Llc
  Chapel Hill, NC
• 07/2017 → 09/2022
  Maze Financial Planning, Llc
  Chapel Hill, NC
• 09/2022 → Present
  Maze Financial Planning, Llc
  Chapel Hill, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-17

Designations

• Certified Financial Planner

Other Names

• William Bunch