Chelsea Ransom-Cooper
Zenith Wealth Partners · Philadelphia, Pennsylvania
Zenith Wealth Partners provides a flexible retirement planning and investment management approach that inspires our clients to take financial action.
Chelsea Ransom-Cooper is a fee-only financial advisor at Zenith Wealth Partners in Philadelphia, Pennsylvania, who holds the CFP credential.
- $151M
- Firm assets managed
- $191,000
- Firm's average account
- 2018
- First securities exam
What Chelsea focuses on
Who Chelsea works with
- Pre-retirees
- HENRY (High Earners, Not Rich Yet)
- High earners
- Founders
- Executives
About
Zenith Wealth Partners supports first-generation wealth builders, business owners, and mission-driven organizations in navigating their financial journeys with confidence.
We specialize in helping high earners make the most of their income, guiding entrepreneurs through business growth and scaling strategies, and serving as an outsourced Chief Investment Officer for nonprofits.
Our tailored approach to retirement planning, business strategy, and investment management empowers clients to align their resources with their goals; whether that’s building generational wealth, expanding their impact, or creating long-term financial stability. At Zenith, we bring clarity, structure, and partnership to every step of the process.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Cash Flow Planning
- Estate Planning
- Executive Compensation
- ESG/Impact Investing
- Financial Planning
- Life Transition Planning
- Tax Strategy
- Retirement Planning
- Philanthropic Planning
- Investment Management
- Portfolio Management
- Stock Option Planning
- Wealth Management
How does Chelsea's firm compare?
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Zenith Wealth Partners's average account is about $191,000, from its Form ADV (assets managed divided by 789 accounts).
Questions about Chelsea
Is Chelsea Ransom-Cooper a fee-only financial advisor?
Yes. Chelsea Ransom-Cooper is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Chelsea's firm.
How does Chelsea Ransom-Cooper charge for financial advice?
Chelsea Ransom-Cooper charges a percentage of assets, a flat fee or retainer and a one-time planning fee.
Where is Chelsea Ransom-Cooper based?
Chelsea Ransom-Cooper is based in Philadelphia, Pennsylvania.
What does Chelsea Ransom-Cooper specialize in?
Chelsea Ransom-Cooper's specialties include retirement planning, small business owners, equity compensation and sustainable & impact investing. Chelsea works with pre-retirees, HENRY (High Earners, Not Rich Yet), high earners, founders and executives.
What credentials does Chelsea Ransom-Cooper hold?
Chelsea Ransom-Cooper holds the CFP credential.
Is Chelsea Ransom-Cooper registered with the SEC?
Yes. Chelsea Ransom-Cooper is registered as an investment adviser representative in NJ, PA and TX (CRD 6978109), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Zenith Wealth Partners manage?
Zenith Wealth Partners reports $100M - $500M in assets under management.
How do I contact Chelsea Ransom-Cooper?
Through Chelsea Ransom-Cooper's website, zenithwealth.partners.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Zenith Wealth Partners |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model | Percentage of assets · Flat fee or retainer · One-time planning fee |
| Assets under management | $100M - $500M |
| Firm founded | 2019 |
| Firm size | 6 - 20 employees |
| Credentials | CFP |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in NJ, PA, TX · CRD 6978109 |
| Exams passed | Series 65 (2018) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | zenithwealth.partners |
| Profile |
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Other fee-only advisors in Philadelphia
Other advisors in Pennsylvania who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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