Santori & Peters, Inc.

Retirement Planning Firm in Monroeville, PA

Firm Info
Address: 3824 Northern Pike #450, Monroeville, PA 15146, USA
Phone: (412) 373-6904

Firm Size
Assets Under Management: $476.4 million
# of Advisors: 3
# of Clients: 819
Client to Advisor Ratio: 273:1
Average Account Size: $581,700
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Santori & Peters Overview

SANTORI & PETERS is a registered investment advisory firm based in Monroeville, PA. The firm operates on a fee-only basis, meaning that clients pay only for the financial services they receive. This setup offers transparency and ensures that the firm's interests are aligned with those of their clients. Despite being a relatively new player in the industry, SANTORI & PETERS has been in business since 2017 and has established itself as a reputable financial advisory firm. As an investment advice only firm, SANTORI & PETERS focuses solely on providing investment advice to its clients, without offering any additional services such as brokerage or insurance. SANTORI & PETERS offers a wide range of financial services, including financial planning, portfolio management for individuals and small businesses, and pension consulting services. Additionally, the firm also helps clients choose other advisors to meet specific financial needs. The firm also provides other financial consulting services to ensure that clients receive comprehensive, industry-specific financial advice.

SANTORI & PETERS serves a wide variety of clients, ranging from individual investors to high net worth individuals, as well as pension or profit sharing plans and charitable organizations. The firm has a vast experience of dealing with different types of clients and providing them with tailored strategies to meet their unique investment goals. Whether clients require assistance with wealth preservation, tax optimization, or asset management, the team at SANTORI & PETERS offers a range of services to fit each client's specific needs. Fee structures available at SANTORI & PETERS depend on the service provided. Clients can choose to pay a percentage of assets under management (AUM), which is a common method for investment advisory fees. Alternatively, hourly fees may be charged on the time spent advising clients. Fixed fees may also be available for specific types of services. Utilizing this flexible fee structure, clients have the freedom to select the best option that suits their budget and investment objectives. SANTORI & PETERS is transparent in its pricing and strives to ensure all clients receive the best value for their investment.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for SANTORI & PETERS does not mention anything about their investment minimum. It's unclear what the minimum amount an investor needs to invest in their services is. It's recommended that interested investors contact the firm directly to get more information about their investment minimums and other relevant details.

How This Office Can Help Monroeville, PA Residents

Santori & Peters, Inc. is a financial advisory firm that provides various services to clients in Monroeville, PA. They assist individuals and businesses in creating financial plans to achieve their long-term financial goals. The firm offers services such as retirement planning, tax planning, investment management, and financial planning. In Monroeville, people face various financial situations, and Santori & Peters, Inc. has expertise in dealing with them. Some people may be facing retirement without adequate savings, while others may require assistance with their investment portfolios. There are also individuals dealing with mounting debts or tax liens. Santori & Peters, Inc. can help create strategies to pay down debts, minimize tax burdens, and create investment portfolios suitable for various financial goals. The firm's expertise and experience make them well-suited to help individuals and businesses in Monroeville, PA, to achieve their financial objectives.

To view the Minimum Investment and Fee Schedule for Santori & Peters, visit their Part 2 Brochure.

Services Offered by Santori & Peters

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Santori & Peters most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3824 Northern Pike #450, Monroeville, PA 15146, USA
Phone (412) 373-6904
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Santori & Peters is registered to service clients in the following states:

  • Florida
  • North Carolina
  • Ohio
  • Pennsylvania
  • Texas

Disciplinary History

Santori & Peters does not have any disclosures. Please visit it's Form ADV for more details.