r/CFP
52k members
r/CFP is a subreddit with 52k members. The most common kinds of discussions are advice requests and solution requests, and the community frequently discusses job, looking, struggling with, struggle, and looking for, and they frequently recommend/review crm, books/podcasts, and life insurance.
A community for financial planning professionals to discuss practice management, professional development, career progression, news, policies, etc...
Popular Themes in r/CFP
#1
Advice Requests
: "2021 advice from a son in law who’s in law"
43 posts
#2
Solution Requests
: "Building my tech stack as a new independent advisor. What software has actually been a game changer?"
6 posts
#3
Money Talk
: "Anyone get the $1k for Trump accounts?"
4 posts
#4
Pain & Anger
: "I’ve ruined my career."
3 posts
#5
Ideas
: "What are the most complex use cases you can think of for YCharts’ new AI Agent?"
1 post
#6
Opportunities
: "Looking for My Next Opportunity"
1 post
Popular Topics in r/CFP
#1
Job
: "Prospect to CLient Process - Follow up to Seminar Success Post"
17 posts
#2
Looking
: "Looking for bill pay and bank account ideas for a new couple"
15 posts
#3
Struggling With
13 posts
#4
Struggle
13 posts
#5
Looking For
12 posts
#6
Advisor
: "Prospect to CLient Process - Follow up to Seminar Success Post"
12 posts
#7
Financial
: "Is Moonlighting Common for Financial Planners?"
12 posts
#8
Career
: "Career advice"
10 posts
#9
Client
: "Seeking advice for firing a Client"
8 posts
#10
Cfp
6 posts
Products Discussed in r/CFP
Crm
12 reviews
#1
Wealthbox
4.0★ from 4 reviews
#2
Redtail
3.0★ from 2 reviews
#3
Advyzon
4.0★ from 2 reviews
Books/podcasts
12 reviews
#1
Ritholtz
3.7★ from 3 reviews
#2
Kitces
5.0★ from 1 review
#3
David Mullen
4.0★ from 1 review
Life Insurance
6 reviews
#1
VUL
5.0★ from 4 reviews
#2
Life Insurance
4.0★ from 1 review
#3
Whole Life
4.0★ from 1 review
Flair Used in r/CFP
#1
Practice Management
: "[Q2 UPDATE] How my practice has grown over the last 5 years - Solo RIA"
49 posts
#2
Professional Development
: "Solo/Small RIA Trajectory"
25 posts
#3
Business Development
: "Have you ever done a “donut day” or something similar?"
21 posts
#4
Investments
: "2021 advice from a son in law who’s in law"
10 posts
#5
Case Study
: "Inherited Roth IRA tax issue"
9 posts
#6
Compensation
: "RIA advisor comp structure change"
9 posts
#7
Breakaway & Transitions
: "Looking for a vibe check on my pay and overall position, not confident I'd do well breaking away"
8 posts
#8
Career Change
: "Wells Fargo Premier"
5 posts
#9
Compliance
: "I’ve ruined my career."
3 posts
#10
FinTech
: "Income Lab - any cons?"
3 posts
Member Growth in r/CFP
Yearly
+13k members(33.4%)
Similar Subreddits to r/CFP
r/Accounting
1.3M members
9.6% / yr
r/Advice
3.0M members
29.8% / yr
r/ApplyingToCollege
1.3M members
6.7% / yr
r/bcba
20k members
37.5% / yr
r/Bookkeeping
82k members
36.0% / yr
r/buhaydigital
489k members
22.4% / yr
r/Cosmetology
28k members
35.4% / yr
r/IndianVedicAstrology
13k members
180.3% / yr
r/PLC
138k members
23.0% / yr
r/sanantonio
285k members
11.9% / yr
About
GummySearch helps people research Reddit communities by organizing activity, growth, themes, and post-level signals into one place.
This page gives a focused view of r/CFP, including current member size, discussion patterns, product reviews, and related communities to explore.
This data is synced periodically so insights stay current and useful for ongoing research.
Last updated: July 22, 2026