Moonbridge Financial Design, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 8, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,400⁠-⁠$12,000

“Fixed fees range from $2,400 to $12,000.”

Annual fee

$6,000/yr

“Ongoing Financial Planning Ongoing Financial Planning carries an annual flat fee starting at $6,000 for individuals and $7,500 for couples.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Moonbridge Financial Design, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Moonbridge FD may request a portion of the fee be collected in advance with the remainder due upon completion of the services.”

How Moonbridge Financial Design, LLC’s fees compare

• Its flat or project fee of $2,400-$12,000 spans the New York median of $4,500. 74% of the 251 other New York planners that publish a flat or project fee charge less.
• Its annual fee of $6,000 is below the New York median of $6,250. 46% of the 80 other New York planners that publish an annual fee charge less.

About Moonbridge Financial Design, LLC

• Principal: Cathleen Tobin
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

15

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$8,116,919

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329605

Website

moonbridgefd.com (opens in new tab)

Phone

(845) 867-8894

Other planners in Rhinebeck that publish fees

• Ddo Advisory Services, LLCRhinebeck$300/hr
• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr

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