Hippocratic Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hippocratic Financial Advisors serves individual and high‑net‑worth clients, providing fee‑only wealth management, comprehensive financial planning, and periodic educational seminars. The firm also offers a proprietary student‑loan analysis and optional loan management service, and provides limited consulting on employer‑sponsored retirement plans for select business‑owner clients.
Hippocratic’s investment approach is long‑term and goals‑based, emphasizing strategic asset allocation, diversification, tax‑aware asset location, and cost minimization. Portfolios are customized for each client’s risk tolerance, time horizon and liquidity needs and may include mutual funds, ETFs, individual securities and, where appropriate, alternative investments; the firm may also use third‑party managers on SMA platforms and retain discretion to select or replace those managers.
Notable differences versus many peers include operating from multiple offices and offering a distinct student‑loan implementation and management program that includes paperwork execution and servicer interaction plus annual updates. The brochure also discloses ancillary activities — a principal’s licensed insurance practice and referral relationships with lenders serving physicians — and states the firm will engage an independent CPA to perform annual surprise custody examinations where custody is deemed to exist.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fees up to $10,000; Student loan initial meeting fee $250 (individual), $400 (married couple); Student loan implementation fee $2,250 (individual), $3,600 (married couple); Analysis and implementation bundle $2,500 (individual), $4,000 (married couple); Annual updates fee applies for ongoing student loan management
up to 1.5% annually (negotiable)
$200 to $400 per hour
Fee-only: Fee-only investment management and financial planning, no commissions
Main office
See office30700 Russell Ranch Road, Suite 250
Westlake Village CA 91362
Advisors at this office
1
Offices (4)
Most active in
Alabama · Arizona · California · Illinois · Louisiana · Nevada · New Hampshire · New York · Pennsylvania · Texas · Vermont · Washington
Also doing business as
Davis, Ravi · Hippocratic Financial Advisors · Hippocratic Financial Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Andrew V
CFP®
Pittsburgh, PA
Hippocratic Financial Advisors
Andrew Van Treeck is a CFP® professional with two years of industry experience, currently serving at Hippocratic Financial Advisors. Prior to joining Hippocratic Financial Advisors in 2023, he worked at Fort Pitt Capital Group and held roles at Jewish Family and Community Services and Compass Americorps. Hippocratic Financial Advisors serves individual and high-net-worth clients by providing fee-only wealth management, comprehensive financial planning, and educational seminars. The firm’s investment approach is long-term and goals-based, with customized portfolios emphasizing diversification, tax-aware asset location, and cost minimization.
Susan C
CFP®, Series 65
Homewood, AL
Hippocratic Financial Advisors
Susan Copeland is a CFP® professional with 10 years of experience in financial advising. She is currently with Hippocratic Financial Advisors and has previously worked at Avantax Planning Partners, Bridgeworth, LLC, and Cahaba Wealth Management, Inc. Outside of her advisory role, she teaches weekly spin classes at YMCA Mt. Brook. Hippocratic Financial Advisors provides investment management, financial planning, and educational seminars to individual and high-net-worth clients, recently adding a student-loan analysis and management service. The firm emphasizes a Modern Portfolio Theory approach with diversified, low-cost funds and tailored portfolios, operating five offices while managing several hundred client accounts.
Ravi D
CFP®, Series 63
Westlake Village, CA
Hippocratic Financial Advisors
Ravi Davis is a CFP® with 12 years of industry experience, currently serving at Hippocratic Financial Advisors in Westlake Village, CA. He previously worked at Advanced Practice Advisors for three years and has been involved with Hippocratic Insurance Services since 2014 as a partner, handling client property and casualty, disability, and fixed life insurance. He also owns a consulting firm specializing in computer and information technology. Hippocratic Financial Advisors provides fee-only wealth management and comprehensive financial planning to individual and high-net-worth clients. The firm emphasizes a long-term, goals-based investment approach with customized portfolios and offers a proprietary student-loan analysis and management service.
Deron D
CFP®, Series 63, Series 65
San Pedro, CA
Hippocratic Financial Advisors
Deron Dong is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Hippocratic Financial Advisors and has previously been associated with Rivetti Financial Group, LLC, and Rivetti Investment Services, LLC. Dong also offers fixed insurance products, including life, health, disability, and long-term care, through his own DBA, DSQ Advisors. Hippocratic Financial Advisors serves individual and high-net-worth clients with investment management, financial planning, and educational seminars, recently expanding to include student-loan analysis and management. The firm employs a Modern Portfolio Theory-based investment approach focused on diversified, low-cost funds and tailored client portfolios, operating multiple offices and managing several hundred accounts.
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