Learn about (k)new era
From the start our vision and focus has been to give independent retirement focused advisors the tools, community, and platform to benefit from every opportunity available to them in the marketplace.
Our Core Tenets
At (k)new era, we adhere to three core tenets that drive our approach:
Independence, Growth, and Technology.
At (k)new era, we adhere to three
core tenets that drive our approach:
Independence, Growth, and Technology.
Independence
Our goal is to give you the economics and ideas to grow your practice. Our job is to give you options, not expectations.
Growth
Our firm prioritizes growth. For those seeking to attract new business and expand their reach, we are tailored to meet your needs.
Technology
Technology is to be embraced and used to enhance an advisors practice and remove business friction.
The Platform
We offer our advisors competitive economics, streamlined compliance, and enhanced ease of doing business. Our tech platform is a cutting-edge end-to-end retirement plan solution. Additionally, we host an annual conference, uniting our advisors and partners to exchange best practices and propel the industry forward.
Our Services
Prospecting 5500 and start up
Predictive plan design
Patented Automated RFP tool
Small Market Solution
Digital onboarding
Flat fee auto billing & collections
Firm investment due diligence
Data aggregation
Multi custody for wealth
Case Design
Licensing and Registration
Compliance Oversight
Consulting and Coaching
Succession and Continuity Planning
Provide referral sources for new plan and wealth business
Annual Conference
Meet Our Team
Bill Chetney
President
William Beale
Advisor Consultant
Chris Barone
CCO
Contact Us
Email: [email protected]
Phone: (949) 412-5653
Address:
1 Edgewater Drive Suite 108
Norwood, MA02062
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