Cathleen Tobin
Moonbridge Financial Design, LLC · Rhinebeck, New York
Cathleen Tobin is a fee-only financial advisor at Moonbridge Financial Design, LLC in Rhinebeck, New York, who holds the CFP and MBA credentials. Cathleen charges a percentage of assets and an ongoing planning fee (ongoing planning from $6,000 a year and 1% a year on the first tier of assets managed).
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Facts
| Firm | Moonbridge Financial Design, LLC |
|---|---|
| Based in | Rhinebeck, New York |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $6,000 a year · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $8.1M across 35 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in NY · CRD 2510136 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | moonbridgefd.com |
| Profile |
How Cathleen's firm compares
- Ongoing planning starts at $6,000 a year, above the New York median of $3,600 for fee-only firms that publish prices.
- Moonbridge Financial Design, LLC's average account is about $232,000, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Cathleen
Is Cathleen Tobin a fee-only financial advisor?
Yes. Cathleen Tobin is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Cathleen's firm.
How does Cathleen charge for financial advice?
Cathleen charges a percentage of assets and an ongoing planning fee.
How much does Cathleen charge?
According to Moonbridge Financial Design, LLC's website, checked October 28, 2026: ongoing planning from $6,000 a year; 1% a year on the first tier of assets managed.
Where is Cathleen Tobin based?
Cathleen Tobin is based in Rhinebeck, New York.
What credentials does Cathleen Tobin hold?
Cathleen Tobin holds the CFP and MBA credentials.
Is Cathleen Tobin registered with the SEC?
Yes. Cathleen Tobin is registered as an investment adviser representative in NY (CRD 2510136), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Moonbridge Financial Design, LLC manage?
Moonbridge Financial Design, LLC reports $8.1M across 35 accounts in assets under management.
How do I contact Cathleen Tobin?
Through Cathleen's website, moonbridgefd.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Moonbridge Financial Design, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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