That to me is motivation to avoid a BMS when a battery failure will leave you stranded on the water. So your first option wins in that regard. I need one of those watt-hour meters for my setup, so if you go that route, ideally you can share which one you end up with.
However, I see your second option having upsides compared to the first option. In that approach, you'd build all four modules with BMS's. With one module as what could be considered a 'spare' (accessories only), you could swap it in, out on the water, in the event that one of the propulsion modules were to fail. Sure, you'd have no accessory power for the trip home, but you wouldn't be paddling. There's also the obvious upside of being able to use a charger you already have.
Option three seems like a 12-cell module with a full BMS covering all the cells. But you have no failover capacity with that approach.
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