# Connor Oak

> Connor Oak is a fee-only financial advisor at Crane Capital Management in Spring Park, Minnesota. Connor focuses on retirement planning, founders (pre-exit) and estate & legacy planning. Crane Capital Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Crane Capital Management
- **Based in:** Spring Park, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets
- **Fees (firm's website):** no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $43.2M across 67 accounts
- **Specialties:** Retirement planning, Founders (pre-exit), Estate & legacy planning, Small business owners
- **Works with:** Founders, Retirees, Pre-retirees, Early-career professionals, Ultra high net worth, Multi-generational families
- **CRD:** 6770897 (https://adviserinfo.sec.gov/individual/summary/6770897)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 65 (2022)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.cranecm.com

## Frequently asked questions

### Is Connor Oak a fee-only financial advisor?

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

### How does Connor charge for financial advice?

Connor's firm, Crane Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### How much does Connor charge?

According to Crane Capital Management's website, checked October 30, 2026: no asset minimum.

### Where is Connor Oak based?

Connor Oak is based in Spring Park, Minnesota.

### What does Connor specialize in?

Connor's specialties include retirement planning, founders (pre-exit), estate & legacy planning and small business owners. Connor works with founders, retirees, pre-retirees, early-career professionals and ultra high net worth.

### Is Connor Oak registered with the SEC?

Yes. Connor Oak is registered as an investment adviser representative in MN (CRD 6770897), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Crane Capital Management manage?

Crane Capital Management reports $43.2M across 67 accounts in assets under management.

### How do I contact Connor Oak?

Through Connor's website, www.cranecm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6770897): 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 (https://www.cranecm.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.