Cheryl Nester
HistorInvesting · Williamsburg, Virginia
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.
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Who they serve
- Ultra high net worth
Facts
| Firm | HistorInvesting |
|---|---|
| Based in | Williamsburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $28.6M across 17 accounts |
| SEC registration | Investment adviser representative in VA · CRD 1062277 |
| Exams passed | Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.historcompanies.com |
How Cheryl's firm compares
- HistorInvesting's average account is about $1.7 million, from its Form ADV (assets managed divided by 17 accounts).
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Questions about Cheryl
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- HistorInvesting website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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