r/FinancialPlanner

778 members
r/FinancialPlanner is a subreddit with 778 members. The most common kinds of discussions are solution requests and advice 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
Solution Requests
: "New Director of Ops for Small Hybrid RIA - Need a task manager"
6 posts
#2
Advice Requests
: "Advice for Succession Plan"
5 posts
#3
Self-Promotion
: "I built a free app to help students manage money better"
3 posts
#4
Pain & Anger
: "Why does financial management software treat consulting projects like selling widgets?"
1 post
#5
Money Talk
: "Budget-friendly Client Gifts"
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

18 posts
#3

Investment

14 posts
#4

Retirement

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

5 posts
#7

Sip Investment

5 posts
#8

Sip

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
+277 members(55.3%)

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About

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Last updated: October 1, 2026