Mount Pleasant, SC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Beacon Pointe Advisors, LLC
Enterprise
Firm-wide stats for Beacon Pointe Advisors, LLC
About
Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan (RPS) platform services, and outsourced chief investment officer (OCIO) services to a broad client base that includes individual investors (including high-net-worth clients), corporations, pension and profit‑sharing plans, and other institutional clients. The firm charges asset‑based advisory fees and offers portfolio management for individuals alongside custodian‑based reporting and performance measurement services.
Investment implementation typically combines Beacon Pointe’s asset‑allocation modeling with third‑party Independent Managers drawn from its internally maintained “Focus List,” selected through quantitative and qualitative due diligence and monitored on an ongoing basis. The firm employs both active and passive strategies across public and private asset classes, uses Envestnet’s UMA platform (and SEI in limited instances) for operational support, and provides quarterly performance reporting, plan‑level analytics, and participant education for retirement plans.
Beacon Pointe’s brochure highlights several features that distinguish it from many enterprise peers: it acts as general partner for proprietary private funds (including real estate‑ and credit‑focused vehicles such as the BP Real Estate Opportunities and BP Credit Opportunities funds) and serves as adviser to a continuously offered interval fund (BPMAX), arrangements the firm discloses and describes alongside related conflict‑management policies. The firm also documents legacy/acquired‑firm relationships and fee transitions, discloses related entities (e.g., Port Street Investments, Beacon Pointe GP, and an affiliated insurance agency), and notes institutional relationships and communications practices that go beyond the typical enterprise advisory model.
Based on Beacon Pointe Advisors, LLC
Expertise
Based on Beacon Pointe Advisors, LLC
Location
1311 Chuck Dawley Blvd, Ste 101
Mount Pleasant SC 29464
Advisors at this office
3
Advisors at this office
Erica S
CFP®
Mount Pleasant, SC
Beacon Pointe Advisors, LLC
Erica Smith is a CFP® professional with 12 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. She has previously worked with Charleston Investment Advisors and The Wealth Management Alliance. Outside of financial advising, she owns and operates Smitten Handcrafted Designs, a jewelry business. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused approach, utilizing proprietary due diligence and asset allocation models to implement client strategies.
Merriweather M
CFP®
Mount Pleasant, SC
Beacon Pointe Advisors, LLC
Merriweather Mule is a CFP® professional with four years of industry experience, currently serving at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe Advisors, Mule worked at CornerCap Wealth Advisors for four years. In addition to advisory duties, Mule is an agent involved in the sale of life, health, and accident insurance products through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm employs a combination of asset allocation modeling and third-party independent managers across public and private asset classes.
Stephanie M
Series 63, Series 65
Mount Pleasant, SC
Beacon Pointe Advisors, LLC
Stephanie Mackara is a financial advisor at Beacon Pointe Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Charleston Investment Advisors LLC and Loring Ward. Ms. Mackara is the author of the educational book *Money Minded Families*, which focuses on raising financially literate children. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, and it acts as general partner for proprietary private funds and adviser to an interval fund.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")