Daring Greatly Wealth is a registered investment advisor founded in 2024 and based in Scottsdale, Arizona. The firm provides ongoing financial planning and investment management services to individuals, families, and business owners. Daring Greatly Wealth uses passive investment strategies based on Modern Portfolio Theory, focusing on low-cost index funds and exchange-traded funds to build diversified portfolios. In addition to investment management, the firm offers comprehensive financial planning covering business consulting, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. The firm is led by Lillian Irion, who is a Certified Financial Planner and a Registered Life Planner.
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.