Lillian Irion is a CFP-designated registered investment advisor at Daring Greatly Wealth, based in Scottsdale, AZ, with 5 years of industry experience. Lillian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.00% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.35% |
Investment management is only available to clients engaged in ongoing financial planning. First $1M of assets incurs no additional investment management fee beyond the planning fees.
Fee Estimator
Location
Scottsdale, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lillian is the CEO and Founder of Daring Greatly Wealth, where she provides financial coaching and financial life planning services. She dedicates about half her time, approximately 100 hours per month, to this activity, with an additional 24-32 hours per month during trading.
Employment History
Current Registrations
Daring Greatly Wealth
Nectarine
Previous Registrations
Experience Your Wealth, LLC
Brighton Jones LLC
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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