r/CFP
57k members
r/CFP is a subreddit with 57k members. The most common kinds of discussions are solution requests and advice requests, and the community frequently discusses struggling with, struggle, job, client, 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
Solution Requests
: "CFP 401k Rollover Guidance"
3 posts
#2
Advice Requests
: "I joined a team last year and now I regret my decision. Looking for advice / perspective."
2 posts
#3
Pain & Anger
: "Client asks for documents while ending relationship"
1 post
Popular Topics in r/CFP
#1
Struggling With
13 posts
#2
Struggle
13 posts
#3
Job
8 posts
#4
Client
: "Client asks for documents while ending relationship"
8 posts
#5
Career
6 posts
#6
Finance
4 posts
#7
Cfp
: "Cfp 401k Rollover Guidance"
3 posts
#8
Advisor
3 posts
#9
Study
2 posts
#10
Schwab
: "Where to run long/short strategies after Schwab’s minimum increase?"
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
: "Reminder to double-check everything AI tells you"
30 posts
#2
Business Development
: "Bank Advisor - Finding New Clients"
10 posts
#3
Professional Development
: "Getting hired without a book of business"
8 posts
#4
Career Change
: "I joined a team last year and now I regret my decision. Looking for advice / perspective."
5 posts
#5
Case Study
: "Roth Conversions & IRMAA Sensitivity"
5 posts
#6
Breakaway & Transitions
: "Started my own RIA after two broker-dealers. ~$25M AUM, 200 households. Here’s what the process actually looked like."
3 posts
#7
Compensation
: "Need a gut check on current comp"
3 posts
#8
Investments
: "Gold and Alts and EO 14330"
3 posts
#9
FinTech
: "Morgan Stanley Debrief"
2 posts
#10
Insurance
: "How do you quote health insurance to clients that want to retire before 65?"
2 posts
Member Growth in r/CFP
Yearly
+14k members(31.4%)
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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: November 5, 2026