# Cheryl Nester

> Cheryl Nester is a fee-only financial advisor at HistorInvesting in Williamsburg, Virginia. HistorInvesting reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** HistorInvesting
- **Based in:** Williamsburg, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $28.6M across 17 accounts
- **Works with:** Ultra high net worth
- **CRD:** 1062277 (https://adviserinfo.sec.gov/individual/summary/1062277)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 65 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.historcompanies.com

## Frequently asked questions

### Is Cheryl Nester a fee-only financial advisor?

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

### How does Cheryl charge for financial advice?

Cheryl's firm, HistorInvesting, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Cheryl Nester based?

Cheryl Nester is based in Williamsburg, Virginia.

### Is Cheryl Nester registered with the SEC?

Yes. Cheryl Nester is registered as an investment adviser representative in VA (CRD 1062277), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does HistorInvesting manage?

HistorInvesting reports $28.6M across 17 accounts in assets under management.

### How do I contact Cheryl Nester?

Through Cheryl's website, www.historcompanies.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1062277): 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.historcompanies.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.