Based in Fountain Valley, California, Dawei Liu is a fiduciary financial advisor with 2 years of industry experience. Dawei has been with Strategic Advisers since 2025. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
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.
Who on your team supports you, and who reviews the recommendations you make?
At a firm this size, will I work with you directly or with a service team?
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If you use outside managers, how are they chosen and what do they cost on top of your fee?
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About Dawei
How do I contact Dawei?
Call Strategic Advisers at (617) 563-7000 and ask for Dawei Liu. Dawei works from the Fountain Valley, CA office.
How long has Dawei been a financial advisor?
Dawei has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Dawei hold?
Series 66. Tap any license on this page to see what it allows.
Is Dawei a fiduciary?
Dawei is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dawei paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Dawei 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.