A complete list of active advisors currently associated with Economic Research and Insurance Solutions, LLC

Warmer can help you find a great advisor at Economic Research and Insurance Solutions, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Economic Research and Insurance Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Craig Mellon	Chula Vista, CA	20

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