Firm
Moonbridge Financial Design, LLC
Rhinebeck, New York
Fee-only
Moonbridge Financial Design, LLC at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 15 individual clients, 3 of them high net worth.
- Its average account is about $232,000 (assets it manages divided by its 35 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the New York median of $3,600.
- Its website says it's taking new clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Rhinebeck, New York |
|---|---|
| Website | moonbridgefd.com |
| [email protected] | |
| Phone | (845) 867-8894 |
Moonbridge Financial Design, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$6,000 for individuals" source
"Assets up to $1 million" source
"The total fee is based on your "assets under management"" source
"Our work together will be an ongoing relationship that allows us to track progress throughout the year" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 12 |
| High-net-worth clients | 3 |
| Accounts managed | 35 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 8, 2026 |
| SEC record | CRD 329605 |