r/CFP
54k members
r/CFP is a subreddit with 54k members. The most common kinds of discussions are advice requests and solution requests, and the community frequently discusses struggling with, struggle, looking for, career, and job, 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"
44 posts
#2
Solution Requests
: "Building my tech stack as a new independent advisor. What software has actually been a game changer?"
11 posts
#3
Pain & Anger
: "I’ve ruined my career."
5 posts
#4
Money Talk
: "Anyone get the $1k for Trump accounts?"
4 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
Struggling With
13 posts
#2
Struggle
13 posts
#3
Looking For
12 posts
#4
Career
8 posts
#5
Job
8 posts
#6
Cfp
: "Higher success rate after Cfp?"
7 posts
#7
Advisor
: "AdvisorMoves"
6 posts
#8
Finance
5 posts
#9
Client
5 posts
#10
Study
4 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"
60 posts
#2
Business Development
: "Have you ever done a “donut day” or something similar?"
36 posts
#3
Professional Development
: "3 years in - I need a pulse check"
31 posts
#4
Breakaway & Transitions
: "Looking for a vibe check on my pay and overall position, not confident I'd do well breaking away"
12 posts
#5
Case Study
: "Inherited Roth IRA tax issue"
12 posts
#6
Investments
: "2021 advice from a son in law who’s in law"
11 posts
#7
Compensation
: "RIA advisor comp structure change"
9 posts
#8
FinTech
: "FINNY, am I the only who thinks this is insane?"
8 posts
#9
Career Change
: "Wells Fargo Premier"
7 posts
#10
Tax Planning
: "I have a grim scenario and am drawing a blank"
5 posts
Member Growth in r/CFP
Yearly
+14k members(35.9%)
Similar Subreddits to r/CFP
r/AcademicPsychology
187k members
11.2% / yr
r/Accounting
1.3M members
9.7% / yr
r/Advice
3.1M members
25.2% / yr
r/ApplyingToCollege
1.3M members
6.8% / yr
r/Bookkeeping
83k members
34.7% / yr
r/business
2.6M members
3.5% / yr
r/ceo
19k members
133.6% / yr
r/GeneralContractor
25k members
86.5% / yr
r/SmallBusinessOwners
21k members
636.4% / yr
r/StartUpIndia
440k members
22.0% / 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: August 13, 2026