Primerica Advisors
43yrs
Top advisor by experience in West Chester
5yrs
Nathan Phu
Financial advisor at Strategic Advisers
Nathan Phu has worked in the financial industry for 5 years and is a fiduciary financial advisor based in West Chester, Ohio. After three years at Fidelity Personal and Workplace Advisors, Nathan joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 129 advisors with offices in West Chester, and one of 102 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeWest Chester, OH
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Nathan
(617) 563-7000Firm headquarters in Boston, MA. Ask for Nathan. West Chester, OHOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Nathan
Tailored to Nathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Nathan
How do I contact Nathan?
Call Strategic Advisers at (617) 563-7000 and ask for Nathan Phu. Nathan works from the West Chester, OH office.
How long has Nathan been a financial advisor?
Nathan has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Nathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Nathan a fiduciary?
Nathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathan paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Nathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
43yrs
Top 1% by experience in Ohio
Osaic Wealth
40yrs
Top 2% by experience in West Chester
Ameriprise Financial Services
40yrs
Top 3% by experience in West Chester
Capital Advisory Services
38yrs
Top 4% by experience in West Chester
BFC Planning
36yrs
Top 5% by experience in West Chester