DeeDee Baze
DCG Advisory · Estes Park, Colorado
DeeDee Baze is a fee-only financial advisor at DCG Advisory in Estes Park, Colorado, who holds the CFP and EA credentials. DCG Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | DCG Advisory |
|---|---|
| Based in | Estes Park, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $5.9M across 27 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CA, CO, TX · CRD 5374365 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | demarconsultinggroup.com |
| Profile |
How DeeDee's firm compares
- DCG Advisory's average account is about $218,000, from its Form ADV (assets managed divided by 27 accounts).
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Questions about DeeDee
Is DeeDee Baze a fee-only financial advisor?
Yes. DeeDee Baze 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 DeeDee's firm.
How does DeeDee charge for financial advice?
DeeDee's firm, DCG Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is DeeDee Baze based?
DeeDee Baze is based in Estes Park, Colorado.
What credentials does DeeDee Baze hold?
DeeDee Baze holds the CFP and EA credentials.
Is DeeDee Baze registered with the SEC?
Yes. DeeDee Baze is registered as an investment adviser representative in CA, CO and TX (CRD 5374365), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does DCG Advisory manage?
DCG Advisory reports $5.9M across 27 accounts in assets under management.
How do I contact DeeDee Baze?
Through DeeDee's website, demarconsultinggroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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