Santori & Peters logo

Santori & Peters

Updated today

Client assets under management

$426,063,651

Clients

199

36% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

50

Typical

Average account size

$2,141,023

About

Santori & Peters serves individual investors, including high‑net‑worth clients, as well as pension and profit‑sharing plans. The firm offers portfolio management, pension and qualified retirement plan consulting, comprehensive financial planning, and limited-scope financial consultations.

Its investment process is personalized and typically implemented on a discretionary basis, combining fundamental, technical and cyclical analysis to construct portfolios that may include mutual funds, exchange‑traded funds, individual securities and third‑party manager allocations. Client reporting and planning materials are delivered via an electronic planning platform, and accounts are held with multiple qualified custodians, with the firm monitoring third‑party advisers where recommended.

Noteworthy features disclosed in the firm brochure include the use of buffered (defined‑outcome) ETFs and the acceptance of standing letters of authorization for third‑party transfers, as well as situations where associated persons serve as trustees for client accounts—practices that influence custody arrangements and oversight. The firm is also affiliated with insurance brokerages and discloses that representatives who are licensed agents may receive commission compensation for insurance sales, a potential conflict the firm acknowledges.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Financial consulting

Expertise

General retirement planning Retirement income strategy Active portfolio management

Fee options

Fixed

Financial planning fixed fees generally range between $2,500 and $10,000, negotiable; Pension plans with assets of $500,000 or less charged a flat fee up to $2,500 annually

Percentage

$0 - $1,000,000: 1.00% annually (0.250% quarterly) $1,000,001 - $2,000,000: 0.90% annually (0.225% quarterly) $2,000,001 - $4,000,000: 0.80% annually (0.200% quarterly) $4,000,001 - $7,000,000: 0.70% annually (0.175% quarterly) $7,000,001 - $10,000,000: 0.60% annually (0.150% quarterly) $10,000,001+: 0.50% annually (0.125% quarterly) $500,001 - $1,000,000: 1.00% annually (0.250% quarterly) - Pension and Qualified Retirement Planning $1,000,001 - $2,000,000: 0.60% annually (0.150% quarterly) - Pension and Qualified Retirement Planning $2,000,001 - $3,000,000: 0.55% annually (0.1375% quarterly) - Pension and Qualified Retirement Planning $3,000,001 - $4,000,000: 0.50% annually (0.125% quarterly) - Pension and Qualified Retirement Planning $4,000,001 - $5,000,000: 0.45% annually (0.1125% quarterly) - Pension and Qualified Retirement Planning $5,000,001 - $6,000,000: 0.40% annually (0.100% quarterly) - Pension and Qualified Retirement Planning $6,000,001 - $7,000,000: 0.40% annually (0.100% quarterly) - Pension and Qualified Retirement Planning $7,000,001 - $8,000,000: 0.40% annually (0.100% quarterly) - Pension and Qualified Retirement Planning $8,000,001 - $9,000,000: 0.40% annually (0.100% quarterly) - Pension and Qualified Retirement Planning $9,000,001 - $10,000,000: 0.30% annually (0.075% quarterly) - Pension and Qualified Retirement Planning

Commissions

Commission-based compensation earned by persons licensed as insurance agents for selling insurance products, separate from advisory fees

Project-based

Personal Financial Consultation at $250 per hour, non-negotiable

Other

Minimum fee: Pension plans with assets of $500,000 or less are charged a flat annual fee up to $2,500, billed quarterly in arrears. Fee-only: Financial planning fixed fees generally range between $2,500 and $10,000, negotiable; Personal Financial Consultation at $250 per hour, non-negotiable

Main office location

Santori & Peters

380 Southpointe Blvd., Suite 130

Canonsburg PA 15317, United States

Number of offices

2

Most active in

Florida · North Carolina · Ohio · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Norman S

CFP®, ChFC®, Series 63

Bonita Springs, FL

Santori & Peters

Norman Santori is a CFP® and ChFC® with 45 years of experience in the financial industry. He is a founding member of Santori & Peters, where he has worked since 1993, and also serves as Owner and President of Risk Managers, Inc., a licensed insurance agency in Monroeville, PA. Approximately 10% of his professional time is dedicated to his insurance-related activities. Santori & Peters is a four-advisor registered investment adviser serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm provides personalized portfolio management, retirement plan consulting, and comprehensive financial planning, managing about $390 million in discretionary assets with an investment approach that combines fundamental analysis, technical methods, and occasional third-party adviser referrals.

General retirement planning Retirement income strategy Active portfolio management
user avatar

Albert F

Series 65

Canonsburg, PA

Santori & Peters

Albert Fletcher is a Series 65-licensed financial advisor with Santori & Peters, where he has worked since 2024. He has one year of industry experience and previously worked at CooksonPeirce. Prior to his advisory career, he held positions in various fields including contracting and retail. Santori & Peters is a four-advisor registered investment adviser serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers personalized portfolio management and comprehensive financial planning, managing approximately $390 million in discretionary assets with a blend of fundamental, technical, and short-term trading strategies.

General retirement planning Retirement income strategy Active portfolio management
user avatar

Ryan N

CFP®, Series 66

Canonsburg, PA

Santori & Peters

Ryan Neupaver is a CFP® with 15 years of industry experience, currently serving as an advisor at Santori & Peters since 2017. He previously worked at Royal Alliance from 2010 to 2017 and is president of Lintel Financial, LLC. Neupaver is a member of the Pittsburgh Zoo and Aquarium’s board of directors and endowment committee, where he assists with donor relations and monitors endowment investments. He also serves on the board of the Financial Planning Association’s Pittsburgh chapter. Santori & Peters is a four-advisor registered investment adviser serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers personalized portfolio management and comprehensive financial planning, using a combination of fundamental and technical analysis alongside discretionary, customized asset allocation programs.

General retirement planning Retirement income strategy Active portfolio management
user avatar

Connie R

Series 66

Canonsburg, PA

Santori & Peters

Connie Ravella is a financial advisor at Santori & Peters with four years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services, Astyr Wealth LLC, and CITIZENS Bank. Santori & Peters is a four-advisor registered investment adviser serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers personalized portfolio management and comprehensive financial planning, utilizing a combination of fundamental and technical investment approaches with discretionary, customized asset-allocation programs.

General retirement planning Retirement income strategy Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")