r/CFP
56k members
r/CFP is a subreddit with 56k members. The most common kinds of discussions are advice requests and solution requests, and the community frequently discusses struggling with, struggle, job, looking for, and career, 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
: "Need Career Advice"
8 posts
#2
Solution Requests
: "Advyzon vs Wealthbox"
3 posts
#3
Pain & Anger
: "Long Term Care Insurance planning is a burden, not a benefit. Thoughts?"
2 posts
#4
Money Talk
: "Cash savings before breaking out on your own"
1 post
Popular Topics in r/CFP
#1
Struggling With
13 posts
#2
Struggle
13 posts
#3
Job
8 posts
#4
Looking For
8 posts
#5
Career
6 posts
#6
Client
5 posts
#7
Finance
4 posts
#8
Advisor
3 posts
#9
Advice
3 posts
#10
Associate
3 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
: "Good language for severing a client relationship?"
30 posts
#2
Business Development
: "Any RIAs using Fidelity affected by the AUM increase?"
10 posts
#3
Professional Development
: "Finfluencers"
9 posts
#4
Career Change
: "Need Career Advice"
8 posts
#5
FinTech
: "Morgan Stanley Debrief"
8 posts
#6
Breakaway & Transitions
: "Started my own RIA after two broker-dealers. ~$25M AUM, 200 households. Here’s what the process actually looked like."
5 posts
#7
Case Study
: "Roth Conversions & IRMAA Sensitivity"
4 posts
#8
Investments
: "Direct Indexing - How do you use it/them if at all? Any advice?"
3 posts
#9
Compliance
: "Solo/Small RIA Compliance"
3 posts
#10
Insurance
: "Long Term Care Insurance planning is a burden, not a benefit. Thoughts?"
2 posts
Member Growth in r/CFP
Yearly
+14k members(32.7%)
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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: October 16, 2026