# Evan Coppola

> Evan Coppola is a fee-only financial advisor at Miller Gesko Wealth Management in Buffalo, New York. Evan focuses on estate & legacy planning. Miller Gesko Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/evan-coppola/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Miller Gesko Wealth Management
- **Based in:** Buffalo, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $183.1M across 231 accounts
- **Specialties:** Estate & legacy planning
- **Works with:** Ultra high net worth
- **CRD:** 6804218 (https://adviserinfo.sec.gov/individual/summary/6804218)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 65 (2021)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.millergesko.com

## Frequently asked questions

### Is Evan Coppola a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Evan holds no broker registration, and Miller Gesko Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Evan charge for financial advice?

Evan's firm, Miller Gesko Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Evan Coppola based?

Evan Coppola is based in Buffalo, New York.

### What does Evan specialize in?

Evan's specialties include estate & legacy planning. Evan works with ultra high net worth.

### Is Evan Coppola registered with the SEC?

Yes. Evan Coppola is registered as an investment adviser representative in NY (CRD 6804218), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Miller Gesko Wealth Management manage?

Miller Gesko Wealth Management reports $183.1M across 231 accounts in assets under management.

### How do I contact Evan Coppola?

Through Evan's website, www.millergesko.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6804218): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (http://www.millergesko.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.