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Cardioman,

A few months back, Consumer Reports did a study on Financial Planners. One of their reporters had 5 or 6 of the largest services do a "Personal Financial Plan" for her and her family (she was standard upper-middle-class fare).

CR wasn't very happy with any of them, but if I remember correctly AmEx was the worst. The AE planner basically recommended nothing but Amex financial products, even though they didn't make much common sense.

The article was somewhere in the Dec/Jan/Feb time frame if you'd like to check it out...

Cheers,

Shealy
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