r/CFP
55k members
r/CFP is a subreddit with 55k members. The most common kinds of discussions are advice requests and solution requests, and the community frequently discusses struggling with, struggle, job, cfp, 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
: "2021 advice from a son in law who’s in law"
20 posts
#2
Solution Requests
: "Building my tech stack as a new independent advisor. What software has actually been a game changer?"
4 posts
#3
Pain & Anger
: "Lame marketing tactics?"
4 posts
#4
Money Talk
: "Anyone get the $1k for Trump accounts?"
2 posts
#5
Opportunities
: "Looking for My Next Opportunity"
2 posts
Popular Topics in r/CFP
#1
Struggling With
13 posts
#2
Struggle
13 posts
#3
Job
8 posts
#4
Cfp
: "Higher success rate after Cfp?"
7 posts
#5
Career
6 posts
#6
Client
5 posts
#7
Advisor
: "Compliance Issue - Associate Advisor Moving to Germany"
5 posts
#8
Worst
4 posts
#9
Finance
4 posts
#10
Missing 401k
: "Need help finding a Missing 401k"
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
: "Northwestern Mutual “Wealth Management Advisor”"
70 posts
#2
Business Development
: "My Favorite Conversation"
39 posts
#3
Professional Development
: "3 years in - I need a pulse check"
23 posts
#4
Breakaway & Transitions
: "Looking for a vibe check on my pay and overall position, not confident I'd do well breaking away"
15 posts
#5
Case Study
: "Former advisor did not even know he had lost the client 🤣"
14 posts
#6
Investments
: "2021 advice from a son in law who’s in law"
9 posts
#7
Compensation
: "RIA advisor comp structure change"
9 posts
#8
FinTech
: "Altruist Bought by Vanguard"
8 posts
#9
Career Change
: "Careers for CFPs who aren't building a book of business?"
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(34.3%)
Similar Subreddits to r/CFP
r/AcademicPsychology
188k members
11.2% / yr
r/Accounting
1.3M members
9.9% / yr
r/Advice
3.1M members
22.5% / yr
r/ApplyingToCollege
1.3M members
6.9% / yr
r/Bookkeeping
85k members
32.9% / yr
r/business
2.6M members
3.5% / yr
r/ceo
19k members
100.3% / yr
r/GeneralContractor
26k members
79.0% / yr
r/SmallBusinessOwners
22k members
272.6% / yr
r/StartUpIndia
446k members
22.4% / 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: September 11, 2026