Santori & Peters
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
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
$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
Commission-based compensation earned by persons licensed as insurance agents for selling insurance products, separate from advisory fees
Personal Financial Consultation at $250 per hour, non-negotiable
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
See office380 Southpointe Blvd., Suite 130
Canonsburg PA 15317
Advisors at this office
3
Offices (2)
Most active in
Florida · North Carolina · Ohio · Pennsylvania · Texas
Also doing business as
Santori & Peters · Santori & Peters, Inc.
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
Norman S
CFP®, ChFC®, Series 63
Bonita Springs, FL
Santori & Peters
Norman Santori is a CFP® and ChFC® with 46 years of industry experience. He is a founding member of Santori & Peters, Inc. and has served as Owner and President of Risk Managers, Inc., a licensed insurance agency, since 1997. He allocates approximately 10% of his professional time to his licensed insurance activities. Santori & Peters serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm provides portfolio management, retirement plan consulting, and financial planning services, implementing a personalized investment process that combines fundamental, technical, and cyclical analysis across a range of investment vehicles.
Albert F
Series 65
Canonsburg, PA
Santori & Peters
Albert Fletcher is a financial advisor at Santori & Peters with two years of industry experience. He holds a Series 65 designation and previously worked at CooksonPeirce. His background includes roles outside finance, such as at Mish farms Meat Market Inc. and Hazlett Contracting. Santori & Peters serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers personalized portfolio management and financial planning, employing a discretionary investment process that integrates fundamental, technical, and cyclical analysis.
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.
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.
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