r/CFP
53k members
r/CFP is a subreddit with 53k members. The most common kinds of discussions are advice requests and pain & anger, 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"
31 posts
#2
Pain & Anger
: "I’ve ruined my career."
5 posts
#3
Solution Requests
: "Building my tech stack as a new independent advisor. What software has actually been a game changer?"
3 posts
#4
Money Talk
: "Anyone get the $1k for Trump accounts?"
2 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
Client
: "Funding sources for Clients age 32"
7 posts
#7
Cfp
6 posts
#8
Finance
5 posts
#9
Struggling
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"
70 posts
#2
Business Development
: "Prospecting Success - Help to other Advisors"
36 posts
#3
Professional Development
: "3 years in - I need a pulse check"
25 posts
#4
Case Study
: "Former advisor did not even know he had lost the client 🤣"
18 posts
#5
Investments
: "2021 advice from a son in law who’s in law"
12 posts
#6
Breakaway & Transitions
: "Looking for a vibe check on my pay and overall position, not confident I'd do well breaking away"
12 posts
#7
Compensation
: "RIA advisor comp structure change"
9 posts
#8
Career Change
: "Careers for CFPs who aren't building a book of business?"
5 posts
#9
FinTech
: "Slant CRM - Just make the switch"
5 posts
#10
Tax Planning
: "I have a grim scenario and am drawing a blank"
3 posts
Member Growth in r/CFP
Yearly
+14k members(35.3%)
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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: August 6, 2026