Economic Research and Insurance Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Economic Research and Insurance Solutions, LLC is a small, independent advisory firm that provides investment advice alongside insurance brokerage and related consulting services. Its Form ADV discloses the firm charges clients on a percentage-of-assets basis, and the brochure frames its work as advisory consultations rather than traditional retail portfolio management.
The firm’s approach emphasizes economic research and insurance-product analysis to inform client recommendations, with advisory work described more as consultative and research-driven than as ongoing discretionary management for individual retail accounts. The Form ADV materials indicate the firm relies on written disclosures and Schedule F entries to describe its services and business practices.
What distinguishes the firm from many peers is the combination of legal and insurance-industry activities alongside its advisory business: the brochure discloses affiliations or activities tied to a law practice and insurance brokerage/agency, and notes related-person arrangements in Item 8/Schedule F. The ADV also reflects a limited current client base and a compact staff structure, suggesting the firm operates at an early or focused scale compared with larger independent advisers.
Client services
Main office
Chula Vista CA
Advisors at this office
1
Most active in
California
Also doing business as
Economic Research And Insurance Solutions, LLC · The Economic Research And Planning Associates LLC
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.
Lawyer
They provide legal services, typically billed separately.
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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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.
Forms ADV
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