Daring Greatly Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Our hourly rate is $400.”

Flat or project fee

$2,500

“Ongoing Financial Planning DGW collects an initial fee of $2,500.”

Monthly fee

$500/mo

“All fees are billed monthly in advance, with the exception of Hourly Financial Life Planning, which is billed as accrued.​ ●​ One-on-One Financial Coaching (six-month engagement, including twelve semi-monthly meetings): ○​ $1,500 upfront ○​ $500 per month ●​ Hourly Financial Life Planning: ○​ $250 per session ●​…”

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

How Daring Greatly Wealth bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “The additional fee for Investment Management Services is based on a percentage of assets under management and is negotiable.”

How Daring Greatly Wealth’s fees compare

• Its hourly rate of $400 is above the Arizona median of $275. 79% of the 195 other Arizona planners that publish an hourly rate charge less.
• 37 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Arizona median of $3,100. 31% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 12 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About Daring Greatly Wealth

• Principal: Lillian Irion
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.5% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343678

Phone

(608) 957-6554

Other planners in Scottsdale that publish fees

• 212 Wealth ManagementScottsdale$250/hr
• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
• 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
• Able Financial Group, LLCScottsdale$600/hr, $35,000
• Aim CapitalScottsdale$300/hr
• Akkadian Wealth LLCScottsdale$500/hr, $1,000⁠-⁠$5,000

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