r/FinancialPlanner

775 members
r/FinancialPlanner is a subreddit with 775 members. The most common kinds of discussions are advice requests and solution requests, and the community frequently discusses financial planner, financial planning, investment, retirement, and advice.
This sub will act as a platform for financial planning professionals to discuss financial planning topics, research, industry trends and other items related to the financial planning field. Individual financial planning advice questions should be redirected to other subs (r/personalfinance or r/financialplanning)

Popular Themes in r/FinancialPlanner

#1
Advice Requests
: "Looking to get into the field, could really use some insight here."
22 posts
#2
Solution Requests
: "New Director of Ops for Small Hybrid RIA - Need a task manager"
7 posts
#3
Pain & Anger
: "Why does financial management software treat consulting projects like selling widgets?"
1 post
#4
Money Talk
: "Budget-friendly Client Gifts"
1 post
#5
Self-Promotion
: "I built a free app to help students manage money better"
1 post

Popular Topics in r/FinancialPlanner

#1

Financial Planner

: "What does a day in the life of a Financial Planner/advisor look like?"
21 posts
#2

Financial Planning

: "Financial Planning- A Roadmap to Your Long-Term Goals"
18 posts
#3

Investment

: "New Bill Would Allow Plans to Use Annuities As Default Investment"
14 posts
#4

Retirement

: "Android Retirement Planner any good?"
8 posts
#5

Advice

: "Planning to move to BC early next year– How to Land a Financial Planner Role (Currently at TD)- Need Advice"
8 posts
#6

Mutual Funds

: "Invest in UTI Nifty Index Fund | Equity Mutual Funds"
5 posts
#7

Sip Investment

: "SIP Mutual Funds"
5 posts
#8

Sip

: "Sip Mutual Funds"
5 posts
#9

Finance

: "New Director of Ops for Small Hybrid RIA - Need a task manager"
4 posts
#10

Certified Financial Planner

3 posts

Member Growth in r/FinancialPlanner

Yearly
+283 members(57.5%)

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About

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Last updated: September 11, 2026