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

At (k)new era, supporting the independent advisor is at the core of everything we do. We recognize and value the entrepreneurial spirit of each advisor, ensuring they have the freedom to operate on their own terms.

Growth

We believe growth is essential for long-term success and longevity. As a home office, we focus on providing strategies to drive growth, acquire new business, and foster referral sources.

Technology

Leveraging technology unlocks scalability, freeing up time previously spent on manual tasks. Our state-of-the-art, end-to-end retirement plan software package is provided at no cost to our advisors, helping them operate more efficiently.

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

  • Insurance

  • 3(38)

  • Managed Accounts

  • Treasury Management

Meet Our Team

Bill Chetney

President

William Beale

Advisor Consultant

Chris Barone

CCO

Contact Us

Phone: (949) 412-5653

Address:

1 Edgewater Drive Suite 108

Norwood, MA02062

1 Edgewater Dr, Norwood, MA 02062, USA

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Nothing contained on this Website should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. To the extent any security or other financial product or investment strategy is referenced or discussed on this Website, you should understand that past performance is no guarantee of future returns and that investing in any security or other financial product or investment strategy can result in the partial or complete loss of principal. Investing involves risk that you as an investor should be prepared to bear.