r/CFP
56k members
r/CFP is a subreddit with 56k members. The most common kinds of discussions are advice requests and pain & anger, and the community frequently discusses struggling with, struggle, job, career, and client, 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
: "Vanguard Senior Wealth Advisor"
24 posts
#2
Pain & Anger
: "Lame marketing tactics?"
4 posts
#3
Money Talk
: "MoneyGuidePro for Accumulation Phase"
4 posts
#4
Opportunities
: "Curveballs to consider when creating your own RIA"
1 post
Popular Topics in r/CFP
#1
Struggling With
13 posts
#2
Struggle
13 posts
#3
Job
8 posts
#4
Career
6 posts
#5
Client
5 posts
#6
Finance
4 posts
#7
Advisor
3 posts
#8
Cfp
2 posts
#9
Study
2 posts
#10
Servicing Advisor
: "It’s OK being a Servicing Advisor"
2 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
: "Northwestern Mutual “Wealth Management Advisor”"
34 posts
#2
Professional Development
: "Morning reads?"
15 posts
#3
Business Development
: "Lame marketing tactics?"
12 posts
#4
Investments
: "Schwab Changing Minimums for Long/Short Strategies"
10 posts
#5
Breakaway & Transitions
: "Advisorhub comment section"
9 posts
#6
Case Study
: "Who else kicks themselves every time they go to Redtail.com"
9 posts
#7
Career Change
: "Need Career Advice"
7 posts
#8
Compliance
: "Shares"
5 posts
#9
FinTech
: "Altruist Bought by Vanguard"
4 posts
#10
Tax Planning
: "Dumb Question About Payroll Taxes"
4 posts
Member Growth in r/CFP
Yearly
+14k members(34.0%)
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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: September 21, 2026