Advisor at Beacon Pointe Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Beacon Pointe Advisors, LLC
Location
Greenville, SC 29601
Credentials
Series 63, Series 65
Industry experience
13 years
Fixed fees for financial planning and educational seminars; minimum project fee generally $25,000 for consulting projects
$0+: Fees generally range from 0.50% to 1.50% annually, negotiable and tiered by client $0+: Envestnet UMA tiered platform fee: 0.02% to 0.04% annually with $50 minimum annual fee per account $0+: Wrap Fee Program: 0.50% to 2.0% of assets annually, tiered and negotiable $0+: Consulting Services annual retainer fee (discretionary portfolios): 0.20% to 0.50% of assets under supervision $0+: Consulting Services annual retainer fee (non-discretionary portfolios): 0.08% to 0.50% of plan assets or assets under supervision $0+: Retirement Plan Consulting Services: 0.05% to 0.50% of plan assets annually, tiered and negotiable $0+: Outsourced Chief Investment Officer Services (OCIO): 0.20% to 0.50% of assets under supervision annually
Hourly fees range from $350 to $500 depending on expertise and complexity
Certain private funds have performance-based fees negotiated individually; some legacy clients may pay a percentage of profits in lieu of management fees
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $1,250 (may be waived at discretion) Fee-only: Consulting and financial planning fees may be hourly ($350-$500/hr), fixed fees (minimum project fee generally $25,000), or annual retainers (percentage of assets or fixed fees)
Beacon Pointe Insurance Services, LLC
2021 - Present (5 years)
Beacon Pointe Advisors, LLC
2020 - Present (6 years)
Capital Design Associates Group, Inc. d/b/a CDA Group
2019 - Present (7 years)
Capital Design Associates Group, Inc. D/B/A CDA Group
2017 - 2020 (3 years)
Carolinas Wealth Management Group
2007 - 2017 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, AAMS®
Greenville, SC
Wolff Financial
Over the course of her time in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning. Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.
CFP®
Greenville, SC
Fiduciary Organization, LLC
Daniel is a passionate entrepreneur and financial expert who founded Woodmark Advisors and Fiduciary Organization (FIDO) with a mission to provide transparent, client-focused financial advice. With a commitment to the fee-only fiduciary model, Daniel created these firms to ensure clients receive advice free from conflicts of interest, rooted in their best interests. Woodmark Advisors was the first step in Daniel's journey, driven by a vision to redefine financial planning and investment management. Over time, the need to expand this vision led to the creation of Fiduciary Organization (FIDO), a Registered Investment Advisor (RIA) dedicated to fostering trust, education, and empowerment in the financial industry. Through these ventures, Daniel combines deep industry expertise with a strong belief in the power of unbiased advice, helping clients achieve their financial goals with clarity and confidence
Series 66
Simpsonville, SC
Merrill
John Hyatt is a Senior Resident Director affiliated with Merrill, specializing in personalized wealth management strategies. He works closely with clients to develop financial plans that align with their individual goals and adapt to changing market conditions. His expertise includes college education planning, corporate executive services, family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, as well as socially responsible and values-based investing. John holds a Bachelor's Degree from The Citadel and carries the Professional Investment Advisor (PIA) designation. He is committed to serving his community, exemplified by his role as a youth baseball coach. Outside of work, John enjoys baseball, fishing, football, golfing, hunting, reading, and spending time with his family. His approach centers on helping clients achieve their financial objectives while minimizing risk.
CFP®, Series 66
Greenville, SC
Edward Jones
Series 66
Greer, SC
Edward Jones
CFP®, Series 66
Greenville, SC
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")